-93.2%
ARCX vs VT
+27.6%
-120.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.1% | +6.3% | +1.1% |
| 7D | +35.4% | -0.7% | +36.1% | +42.4% |
| 30D | +0.7% | -1.7% | +2.4% | +13.8% |
| 3M | -55.7% | -2.3% | -53.4% | -47.7% |
| 6M | -61.4% | +1.5% | -62.9% | -60.1% |
| YTD | -75.8% | +12.0% | -87.9% | -85.5% |
| 1Y | -84.3% | +12.9% | -97.1% | -90.7% |
| All | -93.2% | +27.6% | -120.7% | -98.5% |
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