+183.8%
VXUS vs RBA
+355.3%
-171.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.0% | -2.9% | +3.9% | +1.7% |
| 30D | +2.2% | -12.3% | +14.5% | +5.3% |
| 3M | +3.0% | -20.5% | +23.5% | +8.1% |
| 6M | +10.7% | -18.5% | +29.2% | +15.3% |
| YTD | +17.8% | -18.2% | +36.1% | +22.2% |
| 1Y | +27.6% | -27.5% | +55.1% | +36.1% |
| 3Y | +73.3% | +38.1% | +35.2% | +54.9% |
| 5Y | +54.3% | +44.8% | +9.5% | +32.8% |
| 10Y | +149.8% | +187.1% | -37.3% | +69.9% |
| All | +183.8% | +355.3% | -171.5% | +60.6% |
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