+17.0%
RAVE price history and return analytics
+371.8%
-354.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.7% |
| 7D | -6.5% | +1.0% | -7.5% | -7.0% |
| 30D | -8.0% | -0.2% | -7.7% | -7.9% |
| 3M | -5.9% | +4.5% | -10.4% | -8.1% |
| 6M | +2.5% | +14.1% | -11.6% | -4.7% |
| YTD | -12.4% | +14.8% | -27.2% | -18.8% |
| 1Y | -15.2% | +21.2% | -36.4% | -23.7% |
| 3Y | +41.0% | +76.6% | -35.6% | +4.5% |
| 5Y | +133.1% | +66.6% | +66.5% | +76.7% |
| 10Y | -26.3% | +222.3% | -248.5% | -57.7% |
| All | +17.0% | +371.8% | -354.8% | -38.4% |
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