+62.7%
AROW vs VT
+221.8%
-159.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +1.2% | +2.4% | -1.2% | -1.1% |
| 30D | +7.6% | -1.5% | +9.1% | +8.9% |
| 3M | -0.3% | -4.1% | +3.8% | +3.5% |
| 6M | +10.6% | +0.6% | +10.1% | +9.2% |
| YTD | +27.0% | +11.0% | +16.0% | +13.3% |
| 1Y | +28.3% | +13.3% | +14.9% | +12.0% |
| 3Y | +86.3% | +73.4% | +12.9% | +6.4% |
| 5Y | +32.7% | +57.4% | -24.8% | -17.2% |
| All | +62.7% | +221.8% | -159.0% | -56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling