-80.3%
RARE vs VT
+221.8%
-302.1%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +4.2% | +2.4% | +1.9% | +1.2% |
| 30D | +7.9% | -1.5% | +9.4% | +10.8% |
| 3M | -39.0% | -4.1% | -34.9% | -35.7% |
| 6M | -39.2% | +0.6% | -39.8% | -39.9% |
| YTD | -30.1% | +11.0% | -41.1% | -39.3% |
| 1Y | -51.1% | +13.3% | -64.5% | -58.5% |
| 3Y | -54.5% | +73.4% | -127.9% | -78.1% |
| 5Y | -80.0% | +57.4% | -137.5% | -89.0% |
| All | -80.3% | +221.8% | -302.1% | -96.1% |
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