-80.1%
RARE vs VT
+222.7%
-302.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | +4.5% | +2.9% | +1.6% | +0.8% |
| 30D | +9.0% | -2.5% | +11.6% | +13.4% |
| 3M | -39.4% | -3.3% | -36.1% | -36.8% |
| 6M | -39.4% | +1.5% | -40.9% | -40.8% |
| YTD | -29.3% | +11.4% | -40.6% | -38.8% |
| 1Y | -51.5% | +11.9% | -63.4% | -58.1% |
| 3Y | -53.4% | +73.9% | -127.2% | -77.7% |
| 5Y | -79.8% | +57.9% | -137.7% | -88.9% |
| All | -80.1% | +222.7% | -302.8% | -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