+36.2%
ARLO vs VT
+69.7%
-33.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +0.2% | -17.1% | -17.2% |
| 7D | -14.7% | -2.3% | -12.4% | -11.7% |
| 30D | +3.3% | -5.0% | +8.2% | +11.2% |
| 3M | -20.2% | -4.9% | -15.4% | -14.1% |
| 6M | -15.3% | -1.5% | -13.8% | -13.5% |
| YTD | -11.8% | +8.5% | -20.3% | -23.1% |
| 1Y | -27.2% | +11.4% | -38.5% | -39.1% |
| 3Y | +36.2% | +70.1% | -33.9% | -50.0% |
| All | +36.2% | +69.7% | -33.5% | -50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling