-64.8%
RARE vs VOO
+435.9%
-500.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.0% |
| 7D | -42.3% | +0.5% | -42.9% | -43.4% |
| 30D | -42.6% | -0.9% | -41.6% | -42.5% |
| 3M | -31.1% | +3.9% | -35.0% | -35.2% |
| 6M | -30.0% | +14.5% | -44.5% | -41.8% |
| YTD | -35.3% | +13.0% | -48.3% | -45.3% |
| 1Y | -52.8% | +19.4% | -72.2% | -62.7% |
| 3Y | -63.8% | +78.9% | -142.7% | -83.6% |
| 5Y | -85.5% | +82.3% | -167.7% | -93.6% |
| 10Y | -78.6% | +314.2% | -392.9% | -97.4% |
| All | -64.8% | +435.9% | -500.7% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling