-95.3%
RANI vs VT
+61.1%
-156.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.1% | -5.9% | -4.1% |
| 7D | -14.7% | -4.2% | -10.5% | -9.0% |
| 30D | -37.8% | -5.8% | -32.0% | -31.8% |
| 3M | -33.8% | -5.2% | -28.6% | -28.2% |
| 6M | -41.6% | +0.1% | -41.8% | -41.2% |
| YTD | -61.8% | +8.2% | -70.0% | -65.0% |
| 1Y | -79.4% | +10.1% | -89.5% | -81.4% |
| 3Y | -73.7% | +69.7% | -143.3% | -84.7% |
| 5Y | -98.0% | +53.4% | -151.4% | -98.6% |
| All | -95.3% | +61.1% | -156.4% | -96.7% |
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