+54.4%
VXUS vs RBA
+45.3%
+9.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.0% | -2.9% | +3.9% | +1.6% |
| 30D | +2.2% | -12.3% | +14.5% | +4.6% |
| 3M | +3.0% | -20.5% | +23.5% | +6.8% |
| 6M | +10.7% | -18.5% | +29.2% | +14.1% |
| YTD | +17.8% | -18.2% | +36.1% | +21.0% |
| 1Y | +27.6% | -27.5% | +55.1% | +34.0% |
| 3Y | +73.3% | +38.1% | +35.2% | +59.4% |
| All | +54.4% | +45.3% | +9.1% | +36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling