+189.6%
RBA price history and return analytics
+221.4%
-31.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.6% |
| 7D | -1.1% | +1.0% | -2.1% | -1.8% |
| 30D | -13.2% | -0.2% | -13.0% | -13.1% |
| 3M | -21.4% | +4.5% | -25.9% | -24.1% |
| 6M | -20.9% | +14.1% | -34.9% | -28.8% |
| YTD | -19.9% | +14.8% | -34.6% | -28.2% |
| 1Y | -28.7% | +21.2% | -49.9% | -38.8% |
| 3Y | +27.4% | +76.6% | -49.2% | -18.7% |
| 5Y | +41.7% | +66.6% | -24.9% | -5.8% |
| 10Y | +189.6% | +222.3% | -32.7% | +9.4% |
| All | +189.6% | +221.4% | -31.8% | +9.4% |
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