-97.8%
RANI vs VT
+57.4%
-155.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +1.2% |
| 7D | +4.0% | +0.4% | +3.6% | +3.9% |
| 30D | -28.2% | -2.6% | -25.6% | -25.0% |
| 3M | -27.5% | -3.2% | -24.3% | -23.6% |
| 6M | -40.6% | +0.9% | -41.5% | -40.9% |
| YTD | -57.5% | +11.3% | -68.8% | -62.6% |
| 1Y | -71.6% | +14.0% | -85.6% | -75.7% |
| 3Y | -70.1% | +75.8% | -145.9% | -83.2% |
| 5Y | -97.8% | +57.8% | -155.6% | -98.4% |
| All | -97.8% | +57.4% | -155.2% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling