+1,147.6%
ARCC vs VT
+374.2%
+773.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.2% |
| 7D | +0.5% | +0.4% | 0.0% | 0.0% |
| 30D | +3.7% | +1.0% | +2.8% | +2.7% |
| 3M | +8.7% | +2.4% | +6.4% | +5.8% |
| 6M | +10.4% | +12.0% | -1.6% | -2.3% |
| YTD | +4.4% | +15.3% | -11.0% | -10.4% |
| 1Y | -1.3% | +22.6% | -23.9% | -20.5% |
| 3Y | +36.2% | +74.7% | -38.4% | -24.8% |
| 5Y | +58.0% | +66.1% | -8.1% | -9.4% |
| 10Y | +215.2% | +225.0% | -9.8% | -14.4% |
| All | +1,147.6% | +374.2% | +773.4% | +126.9% |
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