+43.4%
ARL vs VT
+11.9%
+31.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +6.6% | +2.9% | +3.7% | +3.8% |
| 30D | +31.0% | -2.5% | +33.5% | +34.0% |
| 3M | +52.7% | -3.3% | +56.0% | +57.7% |
| 6M | +75.2% | +1.5% | +73.6% | +73.2% |
| YTD | +42.8% | +11.4% | +31.4% | +30.7% |
| 1Y | +43.4% | +11.9% | +31.5% | +31.0% |
| All | +43.4% | +11.9% | +31.5% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling