-51.1%
ARKO vs VT
+141.8%
-192.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -5.3% |
| 7D | -6.3% | -0.1% | -6.2% | -6.2% |
| 30D | -4.9% | -0.7% | -4.3% | -4.5% |
| 3M | -41.4% | +4.0% | -45.4% | -42.9% |
| 6M | -23.4% | +12.3% | -35.7% | -28.7% |
| YTD | -0.6% | +14.0% | -14.7% | -8.5% |
| 1Y | -9.2% | +20.3% | -29.5% | -18.9% |
| 3Y | -36.1% | +75.4% | -111.6% | -51.7% |
| 5Y | -50.9% | +66.0% | -116.8% | -62.7% |
| All | -51.1% | +141.8% | -192.9% | -65.0% |
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 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