+68.5%
ARI vs VT
+222.7%
-154.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | -3.7% | +2.9% | -6.6% | -7.0% |
| 30D | -1.0% | -2.5% | +1.5% | +1.9% |
| 3M | -7.7% | -3.3% | -4.4% | -4.3% |
| 6M | -8.4% | +1.5% | -9.9% | -10.8% |
| YTD | +4.6% | +11.4% | -6.8% | -9.2% |
| 1Y | +5.0% | +11.9% | -6.9% | -9.5% |
| 3Y | +25.7% | +73.9% | -48.2% | -37.7% |
| 5Y | +11.6% | +57.9% | -46.3% | -37.1% |
| All | +68.5% | +222.7% | -154.2% | -46.6% |
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