+72.7%
ARI vs VT
+215.5%
-142.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -4.0% | -4.0% |
| 7D | -0.4% | -2.3% | +1.9% | +2.3% |
| 30D | +2.2% | -5.0% | +7.2% | +8.4% |
| 3M | -4.8% | -4.9% | +0.1% | +0.7% |
| 6M | -9.7% | -1.5% | -8.2% | -8.8% |
| YTD | +4.6% | +8.5% | -3.9% | -6.3% |
| 1Y | +6.1% | +11.4% | -5.3% | -8.1% |
| 3Y | +24.5% | +70.1% | -45.6% | -36.6% |
| 5Y | +8.0% | +53.7% | -45.8% | -37.2% |
| All | +72.7% | +215.5% | -142.8% | -43.6% |
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