-73.5%
ARBE vs VT
+75.6%
-149.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.1% | +7.4% | +6.0% |
| 7D | +20.7% | -0.7% | +21.4% | +22.6% |
| 30D | -4.0% | -1.7% | -2.2% | +0.3% |
| 3M | -32.9% | -2.3% | -30.6% | -29.2% |
| 6M | -43.4% | +1.5% | -44.9% | -43.8% |
| YTD | -57.0% | +12.0% | -69.1% | -64.2% |
| 1Y | -68.7% | +12.9% | -81.6% | -74.2% |
| All | -73.5% | +75.6% | -149.1% | -85.9% |
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