-96.4%
ARBE vs VT
+53.4%
-149.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.5% |
| 7D | +10.7% | -2.3% | +13.0% | +14.2% |
| 30D | -26.7% | -5.0% | -21.7% | -21.1% |
| 3M | -42.7% | -4.9% | -37.8% | -38.4% |
| 6M | -50.1% | -1.5% | -48.6% | -47.9% |
| YTD | -63.2% | +8.5% | -71.7% | -65.3% |
| 1Y | -73.2% | +11.4% | -84.6% | -75.4% |
| 3Y | -79.3% | +70.1% | -149.4% | -86.0% |
| All | -96.4% | +53.4% | -149.8% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling