+160.2%
VXUS vs RBA
+409.7%
-249.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.5% |
| 7D | -1.8% | +4.3% | -6.0% | -2.8% |
| 30D | -4.6% | +16.3% | -20.9% | -8.1% |
| 3M | -6.1% | +1.3% | -7.4% | -6.7% |
| 6M | -4.9% | -11.1% | +6.2% | -3.1% |
| YTD | +8.1% | -8.5% | +16.5% | +8.8% |
| 1Y | +12.1% | -2.1% | +14.2% | +10.9% |
| 3Y | +63.9% | +44.6% | +19.3% | +44.8% |
| 5Y | +43.1% | +36.8% | +6.3% | +25.5% |
| 10Y | +139.2% | +227.3% | -88.1% | +57.2% |
| All | +160.2% | +409.7% | -249.5% | +43.0% |
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