-23.4%
ARCO vs VT
+69.7%
-93.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.4% |
| 7D | +3.7% | -2.3% | +6.0% | +5.9% |
| 30D | -11.6% | -5.0% | -6.7% | -7.4% |
| 3M | -15.5% | -4.9% | -10.6% | -11.5% |
| 6M | -21.4% | -1.5% | -19.9% | -20.5% |
| YTD | -2.4% | +8.5% | -10.9% | -10.0% |
| 1Y | +3.2% | +11.4% | -8.1% | -7.1% |
| 3Y | -23.4% | +70.1% | -93.5% | -58.1% |
| All | -23.4% | +69.7% | -93.1% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling