+329.3%
VWO vs RBA
+1,087.9%
-758.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +1.1% | -2.9% | +4.0% | +2.0% |
| 30D | +2.4% | -12.3% | +14.7% | +6.6% |
| 3M | +2.0% | -20.5% | +22.5% | +8.8% |
| 6M | +10.7% | -18.5% | +29.2% | +16.9% |
| YTD | +14.4% | -18.2% | +32.7% | +20.1% |
| 1Y | +22.7% | -27.5% | +50.2% | +33.6% |
| 3Y | +64.2% | +38.1% | +26.1% | +40.6% |
| 5Y | +35.8% | +44.8% | -9.0% | +9.8% |
| 10Y | +114.7% | +187.1% | -72.4% | +24.4% |
| All | +329.3% | +1,087.9% | -758.7% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling