+11.2%
AROC vs VT
+13.3%
-2.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.6% | -5.1% |
| 7D | -6.9% | -0.7% | -6.2% | -6.5% |
| 30D | -11.5% | -1.7% | -9.7% | -10.5% |
| 3M | -18.6% | -2.3% | -16.3% | -17.5% |
| 6M | -25.9% | +1.5% | -27.4% | -26.6% |
| YTD | +5.2% | +12.0% | -6.8% | -4.9% |
| 1Y | +11.2% | +12.9% | -1.7% | -0.3% |
| All | +11.2% | +13.3% | -2.1% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling