+73.1%
ARI vs VT
+217.6%
-144.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -3.7% | -0.1% | -3.6% | -3.6% |
| 30D | +2.0% | -3.1% | +5.1% | +5.7% |
| 3M | -4.2% | -3.5% | -0.7% | -0.4% |
| 6M | -10.1% | +0.5% | -10.6% | -11.4% |
| YTD | +4.6% | +10.8% | -6.2% | -8.6% |
| 1Y | +6.5% | +11.9% | -5.4% | -8.2% |
| 3Y | +25.7% | +73.0% | -47.3% | -37.3% |
| 5Y | +10.4% | +58.6% | -48.2% | -38.2% |
| 10Y | +73.1% | +219.2% | -146.1% | -45.1% |
| All | +73.1% | +217.6% | -144.5% | -45.1% |
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 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