-95.6%
ARCX vs VT
+23.2%
-118.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -4.1% | -8.0% | +10.4% |
| 7D | -22.8% | -4.2% | -18.7% | -3.0% |
| 30D | -34.1% | -5.8% | -28.3% | -7.0% |
| 3M | -52.2% | -5.2% | -47.0% | -34.1% |
| 6M | -68.8% | +0.1% | -68.9% | -65.5% |
| YTD | -84.3% | +8.2% | -92.5% | -88.7% |
| 1Y | -91.3% | +10.1% | -101.4% | -94.3% |
| All | -95.6% | +23.2% | -118.8% | -98.8% |
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 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