-95.2%
ARBE vs VT
+119.5%
-214.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | 0.0% |
| 7D | +9.6% | -0.1% | +9.8% | +9.8% |
| 30D | -15.1% | -3.1% | -12.0% | -11.4% |
| 3M | -36.2% | -3.5% | -32.7% | -33.1% |
| 6M | -41.7% | +0.5% | -42.2% | -40.8% |
| YTD | -60.4% | +10.8% | -71.2% | -63.2% |
| 1Y | -71.9% | +11.9% | -83.8% | -74.1% |
| 3Y | -75.4% | +73.0% | -148.4% | -82.9% |
| 5Y | -96.7% | +58.6% | -155.3% | -97.6% |
| All | -95.2% | +119.5% | -214.7% | -96.3% |
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 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