+21.5%
ARCB vs VT
+57.4%
-35.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | -0.6% |
| 7D | +1.2% | +0.4% | +0.8% | +0.6% |
| 30D | +2.5% | -2.6% | +5.1% | +6.7% |
| 3M | -3.8% | -3.2% | -0.6% | +1.3% |
| 6M | +9.7% | +0.9% | +8.7% | +7.0% |
| YTD | +79.2% | +11.3% | +67.9% | +48.6% |
| 1Y | +98.8% | +14.0% | +84.8% | +58.1% |
| 3Y | +17.2% | +75.8% | -58.7% | -53.1% |
| 5Y | +21.5% | +57.8% | -36.3% | -37.4% |
| All | +21.5% | +57.4% | -35.9% | -37.4% |
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