-80.0%
RARE price history and return analytics
+229.8%
-309.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.9% |
| 7D | -6.5% | -1.1% | -5.4% | -5.2% |
| 30D | -46.8% | -1.0% | -45.8% | -46.6% |
| 3M | -40.4% | +3.2% | -43.5% | -43.4% |
| 6M | -35.6% | +12.5% | -48.1% | -45.4% |
| YTD | -37.8% | +14.1% | -51.9% | -48.3% |
| 1Y | -54.2% | +18.9% | -73.1% | -63.8% |
| 3Y | -64.9% | +74.1% | -139.0% | -83.3% |
| 5Y | -85.9% | +66.9% | -152.8% | -92.9% |
| All | -80.0% | +229.8% | -309.7% | -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