-54.3%
RARE vs VT
+73.6%
-127.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.0% |
| 7D | -2.9% | -0.1% | -2.8% | -2.4% |
| 30D | +4.3% | -3.1% | +7.3% | +8.9% |
| 3M | -39.8% | -3.5% | -36.3% | -37.3% |
| 6M | -38.2% | +0.5% | -38.7% | -38.9% |
| YTD | -29.8% | +10.8% | -40.6% | -38.7% |
| 1Y | -49.5% | +11.9% | -61.4% | -56.2% |
| All | -54.3% | +73.6% | -127.9% | -81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling