-94.9%
RANI vs VT
+64.8%
-159.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.8% |
| 7D | +0.7% | -0.1% | +0.9% | +1.4% |
| 30D | -29.9% | -3.1% | -26.9% | -26.3% |
| 3M | -27.9% | -3.5% | -24.4% | -23.7% |
| 6M | -42.0% | +0.5% | -42.5% | -41.9% |
| YTD | -58.5% | +10.8% | -69.3% | -63.2% |
| 1Y | -69.9% | +11.9% | -81.8% | -73.5% |
| 3Y | -71.7% | +73.0% | -144.7% | -84.0% |
| 5Y | -97.9% | +58.6% | -156.5% | -98.5% |
| All | -94.9% | +64.8% | -159.8% | -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