+1,401.1%
ARIS vs VT
+215.5%
+1,185.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.2% |
| 7D | +8.5% | -2.3% | +10.8% | +10.7% |
| 30D | -8.1% | -5.0% | -3.1% | -3.7% |
| 3M | -0.4% | -4.9% | +4.4% | +4.6% |
| 6M | -17.3% | -1.5% | -15.8% | -14.8% |
| YTD | -3.6% | +8.5% | -12.1% | -6.9% |
| 1Y | +62.9% | +11.4% | +51.5% | +54.6% |
| 3Y | +541.4% | +70.1% | +471.3% | +358.4% |
| 5Y | +310.1% | +53.7% | +256.3% | +208.2% |
| All | +1,401.1% | +215.5% | +1,185.6% | +274.3% |
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