+294.7%
VWO vs RBA
+1,253.0%
-958.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | +2.0% | +1.7% | +0.2% | +1.4% |
| 30D | -4.3% | +8.3% | -12.6% | -6.9% |
| 3M | -6.4% | +10.5% | -16.9% | -9.8% |
| 6M | -5.6% | -5.9% | +0.2% | -5.1% |
| YTD | +5.2% | -6.9% | +12.1% | +5.5% |
| 1Y | +5.2% | -4.9% | +10.0% | +4.6% |
| 3Y | +55.5% | +64.5% | -8.9% | +25.9% |
| 5Y | +25.6% | +46.1% | -20.5% | +1.9% |
| 10Y | +110.8% | +208.2% | -97.4% | +19.8% |
| All | +294.7% | +1,253.0% | -958.4% | +21.5% |
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