+9.2%
ARI vs VT
+57.4%
-48.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -2.8% |
| 7D | +0.4% | +0.4% | +0.1% | 0.0% |
| 30D | +2.0% | -2.6% | +4.6% | +4.9% |
| 3M | -5.8% | -3.2% | -2.6% | -2.5% |
| 6M | -10.1% | +0.9% | -11.1% | -11.8% |
| YTD | +4.6% | +11.3% | -6.7% | -8.6% |
| 1Y | +5.7% | +14.0% | -8.3% | -10.4% |
| 3Y | +27.0% | +75.8% | -48.8% | -38.9% |
| 5Y | +9.2% | +57.8% | -48.7% | -44.5% |
| All | +9.2% | +57.4% | -48.2% | -44.5% |
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