+234.7%
ARI vs VT
+453.6%
-218.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | +3.3% | +1.0% | +2.3% | +2.4% |
| 3M | -2.2% | +2.4% | -4.6% | -4.6% |
| 6M | +2.4% | +12.0% | -9.6% | -8.0% |
| YTD | +13.0% | +15.3% | -2.3% | -1.3% |
| 1Y | +5.6% | +22.6% | -16.9% | -12.9% |
| 3Y | +33.6% | +74.7% | -41.1% | -20.1% |
| 5Y | +20.5% | +66.1% | -45.6% | -23.9% |
| 10Y | +94.3% | +225.0% | -130.7% | -21.3% |
| All | +234.7% | +453.6% | -218.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling