-98.2%
ARAI vs VT
+35.2%
-133.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +6.2% | +0.4% | +5.8% | +4.7% |
| 30D | -0.4% | +1.0% | -1.4% | -3.6% |
| 3M | -52.4% | +2.4% | -54.8% | -55.8% |
| 6M | -77.2% | +12.0% | -89.2% | -84.3% |
| YTD | -90.9% | +15.3% | -106.3% | -94.2% |
| 1Y | -94.2% | +22.6% | -116.8% | -96.9% |
| All | -98.2% | +35.2% | -133.4% | -99.3% |
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 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