+9.8%
ARHS vs VT
+54.0%
-44.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +4.8% |
| 7D | +1.8% | -4.2% | +6.0% | +8.7% |
| 30D | +30.4% | -5.8% | +36.2% | +43.0% |
| 3M | +57.2% | -5.2% | +62.5% | +71.1% |
| 6M | +78.2% | +0.1% | +78.1% | +77.9% |
| YTD | +21.1% | +8.2% | +12.9% | +7.2% |
| 1Y | +39.1% | +10.1% | +29.0% | +19.7% |
| 3Y | +63.2% | +69.7% | -6.5% | -26.3% |
| 5Y | +15.1% | +53.4% | -38.3% | -36.9% |
| All | +9.8% | +54.0% | -44.3% | -40.0% |
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