+12.2%
ARI vs VT
+53.2%
-41.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | +0.5% |
| 7D | +2.6% | -4.2% | +6.7% | +7.4% |
| 30D | +5.8% | -5.8% | +11.6% | +12.9% |
| 3M | -0.7% | -5.2% | +4.6% | +5.2% |
| 6M | -6.8% | +0.1% | -7.0% | -7.8% |
| YTD | +8.6% | +8.2% | +0.4% | -2.1% |
| 1Y | +8.7% | +10.1% | -1.5% | -4.2% |
| 3Y | +26.4% | +69.7% | -43.3% | -36.6% |
| 5Y | +12.2% | +53.4% | -41.2% | -40.8% |
| All | +12.2% | +53.2% | -41.0% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling