-63.8%
RARE vs VT
+274.3%
-338.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.1% |
| 7D | -40.3% | +0.4% | -40.7% | -41.3% |
| 30D | -38.6% | +1.0% | -39.6% | -40.1% |
| 3M | -34.4% | +2.4% | -36.7% | -37.2% |
| 6M | -29.8% | +12.0% | -41.8% | -40.5% |
| YTD | -33.5% | +15.3% | -48.8% | -45.9% |
| 1Y | -51.1% | +22.6% | -73.7% | -63.2% |
| 3Y | -59.5% | +74.7% | -134.2% | -81.4% |
| 5Y | -85.1% | +66.1% | -151.2% | -92.6% |
| 10Y | -76.5% | +225.0% | -301.5% | -95.6% |
| All | -63.8% | +274.3% | -338.0% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling