-58.0%
ARCO vs VT
+343.7%
-401.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | -0.2% |
| 7D | -2.1% | -0.7% | -1.4% | -1.5% |
| 30D | -10.6% | -1.7% | -8.8% | -9.1% |
| 3M | -11.4% | -2.3% | -9.1% | -9.4% |
| 6M | -18.3% | +1.5% | -19.8% | -19.8% |
| YTD | -2.9% | +12.0% | -15.0% | -13.9% |
| 1Y | -0.4% | +12.9% | -13.2% | -12.3% |
| 3Y | -22.1% | +74.9% | -97.1% | -56.7% |
| 5Y | +46.1% | +59.9% | -13.8% | -11.1% |
| 10Y | +51.2% | +224.6% | -173.4% | -53.9% |
| All | -58.0% | +343.7% | -401.7% | -90.8% |
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