+22.9%
VTV vs RBA
-27.6%
+50.5%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | +0.3% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -1.0% | -2.9% | +1.9% | -0.7% |
| 3M | +4.6% | -20.9% | +25.6% | +6.9% |
| 6M | +13.5% | -17.7% | +31.2% | +15.0% |
| YTD | +18.5% | -18.2% | +36.7% | +19.3% |
| 1Y | +22.9% | -29.1% | +52.0% | +24.9% |
| All | +22.9% | -27.6% | +50.5% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling