-79.6%
RARE vs VT
+224.4%
-304.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +1.9% |
| 7D | -2.7% | -0.7% | -2.0% | -1.4% |
| 30D | +9.2% | -1.7% | +10.9% | +12.4% |
| 3M | -38.1% | -2.3% | -35.8% | -36.3% |
| 6M | -36.5% | +1.5% | -38.0% | -38.0% |
| YTD | -27.4% | +12.0% | -39.4% | -37.8% |
| 1Y | -49.8% | +12.9% | -62.6% | -57.2% |
| 3Y | -52.1% | +74.9% | -127.1% | -77.3% |
| 5Y | -79.6% | +59.9% | -139.5% | -89.0% |
| 10Y | -79.6% | +224.6% | -304.3% | -96.0% |
| All | -79.6% | +224.4% | -304.0% | -96.0% |
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