+423.6%
ARCB vs VT
+217.6%
+206.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | -0.5% | -0.1% | -0.3% | -0.3% |
| 30D | +3.5% | -3.1% | +6.5% | +7.9% |
| 3M | -2.6% | -3.5% | +0.9% | +2.2% |
| 6M | +10.7% | +0.5% | +10.3% | +9.4% |
| YTD | +81.0% | +10.8% | +70.2% | +56.5% |
| 1Y | +102.9% | +11.9% | +91.0% | +72.9% |
| 3Y | +17.4% | +73.0% | -55.6% | -42.6% |
| 5Y | +28.3% | +58.6% | -30.3% | -27.8% |
| 10Y | +423.6% | +219.2% | +204.4% | +29.3% |
| All | +423.6% | +217.6% | +206.0% | +29.3% |
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