+481.4%
ARCB vs VT
+215.5%
+265.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.6% |
| 7D | +2.0% | -2.3% | +4.3% | +5.3% |
| 30D | +0.8% | -5.0% | +5.8% | +8.0% |
| 3M | -5.3% | -4.9% | -0.5% | +1.3% |
| 6M | +5.2% | -1.5% | +6.7% | +6.8% |
| YTD | +72.9% | +8.5% | +64.4% | +53.9% |
| 1Y | +97.6% | +11.4% | +86.3% | +69.4% |
| 3Y | +9.7% | +70.1% | -60.3% | -45.1% |
| 5Y | +19.2% | +53.7% | -34.6% | -30.1% |
| All | +481.4% | +215.5% | +265.9% | +57.1% |
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