-95.0%
ARCX vs VT
+28.5%
-123.4%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -11.2% |
| 7D | -10.2% | -0.3% | -9.9% | -9.0% |
| 30D | -27.8% | -1.4% | -26.4% | -20.7% |
| 3M | -48.1% | -1.4% | -46.7% | -42.3% |
| 6M | -63.5% | +5.5% | -69.0% | -69.8% |
| YTD | -82.1% | +12.8% | -95.0% | -89.8% |
| 1Y | -90.1% | +15.4% | -105.6% | -95.0% |
| All | -95.0% | +28.5% | -123.4% | -98.9% |
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