-95.5%
ARBE vs VT
+115.0%
-210.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.6% |
| 7D | +10.7% | -2.3% | +13.0% | +13.8% |
| 30D | -26.7% | -5.0% | -21.7% | -21.6% |
| 3M | -42.7% | -4.9% | -37.8% | -38.8% |
| 6M | -50.1% | -1.5% | -48.6% | -48.0% |
| YTD | -63.2% | +8.5% | -71.7% | -65.0% |
| 1Y | -73.2% | +11.4% | -84.6% | -75.1% |
| 3Y | -79.3% | +70.1% | -149.4% | -85.3% |
| 5Y | -96.1% | +53.7% | -149.9% | -97.2% |
| All | -95.5% | +115.0% | -210.5% | -96.5% |
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