+44.4%
ARCO vs VT
+217.6%
-173.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | -11.6% | -3.1% | -8.5% | -8.7% |
| 3M | -14.1% | -3.5% | -10.6% | -10.8% |
| 6M | -22.5% | +0.5% | -23.0% | -23.2% |
| YTD | -3.9% | +10.8% | -14.7% | -14.3% |
| 1Y | -0.3% | +11.9% | -12.1% | -12.0% |
| 3Y | -22.9% | +73.0% | -95.9% | -58.2% |
| 5Y | +46.0% | +58.6% | -12.6% | -12.7% |
| 10Y | +44.4% | +219.2% | -174.8% | -62.3% |
| All | +44.4% | +217.6% | -173.3% | -62.3% |
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