-94.3%
ARCX vs VT
+23.5%
-117.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.1% | +0.2% | +28.9% | +27.9% |
| 7D | +9.0% | -2.3% | +11.3% | +22.8% |
| 30D | -15.6% | -5.0% | -10.6% | +13.6% |
| 3M | -38.4% | -4.9% | -33.5% | -16.6% |
| 6M | -66.1% | -1.5% | -64.6% | -59.0% |
| YTD | -79.7% | +8.5% | -88.2% | -85.6% |
| 1Y | -86.9% | +11.4% | -98.2% | -92.1% |
| All | -94.3% | +23.5% | -117.8% | -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