-77.5%
AREN vs VT
+75.0%
-152.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.3% | 0.0% | +17.3% | +17.3% |
| 7D | -7.1% | +0.4% | -7.6% | -7.2% |
| 30D | +4.0% | +4.5% | -0.5% | +2.9% |
| 3M | -26.8% | +2.4% | -29.1% | -27.1% |
| 6M | -66.0% | +12.0% | -78.0% | -66.9% |
| YTD | -74.0% | +15.3% | -89.3% | -74.9% |
| 1Y | -83.6% | +22.6% | -106.2% | -84.3% |
| All | -77.5% | +75.0% | -152.5% | -84.1% |
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