-96.4%
ARIS vs VT
+374.7%
-471.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +0.5% |
| 7D | -3.8% | -4.2% | +0.4% | -0.3% |
| 30D | -13.5% | -5.8% | -7.7% | -8.9% |
| 3M | -2.2% | -5.2% | +3.0% | +2.8% |
| 6M | -11.6% | +0.1% | -11.8% | -10.1% |
| YTD | -5.9% | +8.2% | -14.1% | -9.0% |
| 1Y | +56.1% | +10.1% | +46.0% | +49.4% |
| 3Y | +512.2% | +69.7% | +442.5% | +335.9% |
| 5Y | +300.4% | +53.4% | +247.0% | +203.9% |
| 10Y | +1,247.7% | +219.2% | +1,028.5% | +521.2% |
| All | -96.4% | +374.7% | -471.1% | -99.0% |
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