+6.5%
ARI vs VT
+10.1%
-3.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -4.0% | -3.9% |
| 7D | -0.4% | -2.3% | +1.9% | +0.9% |
| 30D | +2.2% | -5.0% | +7.2% | +5.0% |
| 3M | -4.8% | -4.9% | +0.1% | -2.2% |
| 6M | -9.7% | -1.5% | -8.2% | -9.0% |
| YTD | +4.6% | +8.5% | -3.9% | -0.7% |
| All | +6.5% | +10.1% | -3.6% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling