-85.8%
RARE vs VOO
+80.3%
-166.2%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | -3.0% | -2.0% | -1.1% | -0.9% |
| 30D | -46.6% | -1.7% | -44.9% | -46.1% |
| 3M | -37.3% | +4.7% | -42.1% | -40.9% |
| 6M | -37.0% | +12.6% | -49.5% | -44.9% |
| YTD | -37.4% | +11.8% | -49.2% | -44.9% |
| 1Y | -54.0% | +17.5% | -71.5% | -61.4% |
| 3Y | -65.0% | +77.0% | -142.0% | -81.2% |
| 5Y | -85.8% | +82.6% | -168.4% | -92.8% |
| All | -85.8% | +80.3% | -166.2% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling