+113.8%
ARLO vs VT
+53.2%
+60.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +4.0% |
| 7D | +0.6% | -4.2% | +4.8% | +7.7% |
| 30D | +15.9% | -5.8% | +21.7% | +27.5% |
| 3M | -6.8% | -5.2% | -1.6% | +1.5% |
| 6M | +0.7% | +0.1% | +0.6% | +0.1% |
| YTD | +6.1% | +8.2% | -2.2% | -7.7% |
| 1Y | -16.2% | +10.1% | -26.3% | -29.0% |
| 3Y | +61.1% | +69.7% | -8.5% | -32.7% |
| 5Y | +113.8% | +53.4% | +60.5% | +10.1% |
| All | +113.8% | +53.2% | +60.6% | +10.1% |
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