+262.6%
ARIS vs VT
+57.0%
+205.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -5.7% | +2.4% | -8.0% | -8.3% |
| 30D | -9.2% | -1.5% | -7.7% | -7.0% |
| 3M | -15.2% | -4.1% | -11.1% | -9.9% |
| 6M | -25.1% | +0.6% | -25.7% | -23.9% |
| YTD | -9.1% | +11.0% | -20.1% | -16.0% |
| 1Y | +29.8% | +13.3% | +16.5% | +17.5% |
| 3Y | +575.8% | +73.4% | +502.4% | +305.8% |
| All | +262.6% | +57.0% | +205.6% | +121.1% |
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