+81.6%
ARL vs VT
+53.4%
+28.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.2% |
| 7D | +21.8% | -2.3% | +24.1% | +23.9% |
| 30D | +42.3% | -5.0% | +47.3% | +47.8% |
| 3M | +49.9% | -4.9% | +54.8% | +55.8% |
| 6M | +65.1% | -1.5% | +66.6% | +67.3% |
| YTD | +39.9% | +8.5% | +31.4% | +32.0% |
| 1Y | +35.5% | +11.4% | +24.2% | +25.4% |
| 3Y | +73.9% | +70.1% | +3.8% | +25.9% |
| All | +81.6% | +53.4% | +28.2% | +26.4% |
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 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