+49.3%
ARCC vs VT
+57.4%
-8.0%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.5% | -0.8% |
| 7D | -0.4% | +0.4% | -0.7% | -0.7% |
| 30D | +4.3% | -2.6% | +6.9% | +6.1% |
| 3M | -0.9% | -3.2% | +2.3% | +1.3% |
| 6M | +7.0% | +0.9% | +6.0% | +5.7% |
| YTD | +3.3% | +11.3% | -8.0% | -5.6% |
| 1Y | +5.9% | +14.0% | -8.1% | -5.1% |
| 3Y | +31.8% | +75.8% | -44.0% | -16.7% |
| 5Y | +49.3% | +57.8% | -8.5% | -0.2% |
| All | +49.3% | +57.4% | -8.0% | -0.2% |
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