+204.8%
RBA price history and return analytics
+222.7%
-17.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -0.5% | +2.9% | -3.4% | -2.7% |
| 30D | +6.8% | -2.5% | +9.4% | +8.7% |
| 3M | +9.5% | -3.3% | +12.8% | +12.1% |
| 6M | -8.2% | +1.5% | -9.7% | -9.7% |
| YTD | -7.7% | +11.4% | -19.1% | -15.6% |
| 1Y | -6.9% | +11.9% | -18.8% | -15.1% |
| 3Y | +61.6% | +73.9% | -12.2% | +4.1% |
| 5Y | +44.7% | +57.9% | -13.2% | +0.1% |
| All | +204.8% | +222.7% | -17.9% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling