+36.6%
ARL vs VT
+13.0%
+23.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -3.6% |
| 7D | +16.2% | +0.4% | +15.8% | +15.6% |
| 30D | +34.9% | -2.6% | +37.5% | +38.1% |
| 3M | +44.5% | -3.2% | +47.7% | +49.0% |
| 6M | +60.7% | +0.9% | +59.7% | +59.8% |
| YTD | +38.2% | +11.3% | +26.9% | +26.5% |
| All | +36.6% | +13.0% | +23.5% | +24.4% |
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