-31.1%
ARLO vs VT
+148.1%
-179.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.7% | +9.3% | +8.4% |
| 7D | +11.6% | -0.3% | +11.9% | +12.3% |
| 30D | +20.9% | -1.4% | +22.3% | +23.8% |
| 3M | -4.5% | -1.4% | -3.1% | -2.2% |
| 6M | +3.2% | +5.5% | -2.3% | -5.1% |
| YTD | +8.8% | +12.8% | -4.0% | -10.3% |
| 1Y | -14.3% | +15.4% | -29.7% | -31.6% |
| 3Y | +65.3% | +76.9% | -11.6% | -30.7% |
| 5Y | +125.5% | +60.4% | +65.1% | +14.3% |
| All | -31.1% | +148.1% | -179.2% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling