-77.1%
RARE vs VT
+223.7%
-300.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.7% | +2.9% |
| 7D | +0.7% | +0.4% | +0.3% | +0.6% |
| 30D | +6.0% | -2.6% | +8.6% | +10.3% |
| 3M | -36.7% | -3.2% | -33.4% | -34.1% |
| 6M | -37.2% | +0.9% | -38.1% | -38.2% |
| YTD | -28.7% | +11.3% | -40.0% | -38.3% |
| 1Y | -46.4% | +14.0% | -60.4% | -54.9% |
| 3Y | -53.0% | +75.8% | -128.9% | -77.9% |
| 5Y | -79.7% | +57.8% | -137.6% | -88.8% |
| 10Y | -77.1% | +219.8% | -296.9% | -94.9% |
| All | -77.1% | +223.7% | -300.8% | -94.9% |
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