-73.6%
RARE vs VT
+215.5%
-289.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.2% |
| 7D | -4.2% | -2.3% | -1.8% | -0.8% |
| 30D | +3.6% | -5.0% | +8.6% | +11.3% |
| 3M | -40.2% | -4.9% | -35.4% | -36.5% |
| 6M | -40.5% | -1.5% | -39.0% | -39.6% |
| YTD | -32.9% | +8.5% | -41.4% | -40.0% |
| 1Y | -50.1% | +11.4% | -61.5% | -56.8% |
| 3Y | -59.2% | +70.1% | -129.2% | -79.9% |
| 5Y | -81.5% | +53.7% | -135.2% | -89.5% |
| All | -73.6% | +215.5% | -289.2% | -94.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling