-56.0%
ARKO vs VT
+57.4%
-113.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +3.2% |
| 7D | +9.1% | +0.4% | +8.7% | +8.9% |
| 30D | +2.2% | -2.6% | +4.8% | +4.9% |
| 3M | -25.3% | -3.2% | -22.1% | -22.7% |
| 6M | -38.2% | +0.9% | -39.1% | -39.2% |
| YTD | -6.0% | +11.3% | -17.3% | -16.6% |
| 1Y | -0.1% | +14.0% | -14.1% | -13.7% |
| 3Y | -37.6% | +75.8% | -113.4% | -62.8% |
| 5Y | -56.0% | +57.8% | -113.8% | -68.8% |
| All | -56.0% | +57.4% | -113.3% | -68.8% |
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