-80.0%
RARE vs VOO
+325.3%
-405.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.7% |
| 7D | -6.5% | -0.8% | -5.8% | -5.6% |
| 30D | -46.8% | -1.1% | -45.7% | -46.6% |
| 3M | -40.4% | +3.9% | -44.3% | -43.8% |
| 6M | -35.6% | +13.6% | -49.2% | -45.4% |
| YTD | -37.8% | +12.7% | -50.5% | -46.8% |
| 1Y | -54.2% | +17.6% | -71.8% | -62.7% |
| 3Y | -64.9% | +77.3% | -142.2% | -83.1% |
| 5Y | -85.9% | +84.1% | -170.1% | -93.6% |
| All | -80.0% | +325.3% | -405.3% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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