+4.6%
AREC vs VT
+177.4%
-172.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.5% | +2.4% | -7.9% | -6.5% |
| 30D | -15.6% | -1.5% | -14.1% | -14.8% |
| 3M | -62.9% | -4.1% | -58.8% | -62.0% |
| 6M | -55.1% | +0.6% | -55.7% | -54.7% |
| YTD | -57.8% | +11.0% | -68.9% | -58.9% |
| 1Y | -68.3% | +13.3% | -81.7% | -69.3% |
| 3Y | -18.9% | +73.4% | -92.3% | -28.9% |
| 5Y | -54.5% | +57.4% | -112.0% | -63.7% |
| All | +4.6% | +177.4% | -172.8% | -99.7% |
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