+146.8%
AREC vs VT
+188.2%
-41.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.2% | +0.4% | +0.8% | +1.0% |
| 30D | +15.3% | +1.0% | +14.3% | +14.9% |
| 3M | +3.7% | +2.4% | +1.3% | +3.1% |
| 6M | -23.4% | +12.0% | -35.4% | -26.4% |
| YTD | -0.5% | +15.3% | -15.8% | -5.2% |
| 1Y | +32.0% | +22.6% | +9.4% | +23.6% |
| 3Y | +81.4% | +74.7% | +6.8% | +56.6% |
| 5Y | +3.2% | +66.1% | -62.9% | -18.9% |
| All | +146.8% | +188.2% | -41.4% | -99.3% |
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