+1,565.6%
ARIS vs VT
+221.8%
+1,343.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -5.7% | +2.4% | -8.0% | -7.4% |
| 30D | -9.2% | -1.5% | -7.7% | -7.7% |
| 3M | -15.2% | -4.1% | -11.1% | -11.5% |
| 6M | -25.1% | +0.6% | -25.7% | -24.1% |
| YTD | -9.1% | +11.0% | -20.1% | -13.8% |
| 1Y | +29.8% | +13.3% | +16.5% | +21.4% |
| 3Y | +575.8% | +73.4% | +502.4% | +376.2% |
| 5Y | +261.2% | +57.4% | +203.7% | +166.8% |
| All | +1,565.6% | +221.8% | +1,343.8% | +391.5% |
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 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