+83.8%
ARL vs VT
+57.0%
+26.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.5% |
| 7D | -3.8% | +2.4% | -6.1% | -5.5% |
| 30D | +33.2% | -1.5% | +34.7% | +34.6% |
| 3M | +41.7% | -4.1% | +45.8% | +46.3% |
| 6M | +65.9% | +0.6% | +65.4% | +65.4% |
| YTD | +34.6% | +11.0% | +23.6% | +24.8% |
| 1Y | +36.6% | +13.3% | +23.2% | +24.7% |
| 3Y | +67.9% | +73.4% | -5.5% | +19.6% |
| All | +83.8% | +57.0% | +26.8% | +25.5% |
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