-92.1%
RANI vs VT
+71.6%
-163.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | +3.0% | +0.4% | +2.5% | +2.3% |
| 30D | +10.9% | +1.0% | +9.9% | +9.4% |
| 3M | -3.8% | +2.4% | -6.2% | -6.8% |
| 6M | -36.4% | +12.0% | -48.4% | -45.1% |
| YTD | -35.9% | +15.3% | -51.3% | -46.7% |
| 1Y | +88.0% | +22.6% | +65.5% | +46.1% |
| 3Y | -77.2% | +74.7% | -151.9% | -87.5% |
| 5Y | -95.6% | +66.1% | -161.8% | -97.2% |
| All | -92.1% | +71.6% | -163.8% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling