-63.1%
RARE vs VT
+251.2%
-314.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.1% | -5.2% | -3.7% |
| 7D | -7.2% | -4.2% | -3.0% | -1.3% |
| 30D | +7.7% | -5.8% | +13.5% | +17.3% |
| 3M | -37.5% | -5.2% | -32.3% | -33.1% |
| 6M | -37.7% | +0.1% | -37.9% | -38.2% |
| YTD | -32.3% | +8.2% | -40.5% | -39.6% |
| 1Y | -51.1% | +10.1% | -61.3% | -57.2% |
| 3Y | -59.9% | +69.7% | -129.6% | -80.8% |
| 5Y | -81.3% | +53.4% | -134.7% | -89.6% |
| 10Y | -71.8% | +219.2% | -291.0% | -94.6% |
| All | -63.1% | +251.2% | -314.4% | -93.7% |
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