-95.0%
RANI vs VT
+61.4%
-156.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.8% | +5.7% |
| 7D | -7.3% | -2.3% | -5.0% | -3.7% |
| 30D | -32.6% | -5.0% | -27.7% | -27.1% |
| 3M | -30.0% | -4.9% | -25.1% | -24.3% |
| 6M | -43.0% | -1.5% | -41.5% | -41.3% |
| YTD | -59.5% | +8.5% | -68.0% | -63.0% |
| 1Y | -75.9% | +11.4% | -87.3% | -78.7% |
| 3Y | -71.8% | +70.1% | -141.9% | -83.6% |
| 5Y | -97.9% | +53.7% | -151.7% | -98.5% |
| All | -95.0% | +61.4% | -156.5% | -96.5% |
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