+1,134.5%
ARCC vs VT
+345.0%
+789.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +3.6% |
| 7D | +1.2% | -4.2% | +5.4% | +5.5% |
| 30D | +3.8% | -5.8% | +9.6% | +10.0% |
| 3M | +2.6% | -5.2% | +7.9% | +8.0% |
| 6M | +5.1% | +0.1% | +5.0% | +4.1% |
| YTD | +3.3% | +8.2% | -5.0% | -5.8% |
| 1Y | +4.9% | +10.1% | -5.2% | -6.0% |
| 3Y | +30.5% | +69.7% | -39.2% | -26.2% |
| 5Y | +48.6% | +53.4% | -4.8% | -7.8% |
| 10Y | +226.8% | +219.2% | +7.6% | -10.2% |
| All | +1,134.5% | +345.0% | +789.5% | +138.6% |
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