-51.0%
ARCO vs VT
+356.7%
-407.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +2.1% | +0.4% | +1.7% | +1.6% |
| 30D | -3.5% | +1.0% | -4.5% | -4.5% |
| 3M | -0.3% | +2.4% | -2.7% | -3.0% |
| 6M | -1.0% | +12.0% | -13.0% | -12.0% |
| YTD | +13.2% | +15.3% | -2.1% | -2.4% |
| 1Y | +22.1% | +22.6% | -0.4% | -1.2% |
| 3Y | -10.2% | +74.7% | -84.9% | -49.9% |
| 5Y | +65.5% | +66.1% | -0.6% | -3.2% |
| 10Y | +99.4% | +225.0% | -125.6% | -39.2% |
| All | -51.0% | +356.7% | -407.7% | -89.6% |
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