+50.4%
ARP vs VT
+87.8%
-37.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +0.3% |
| 7D | -4.1% | -4.2% | +0.1% | -1.9% |
| 30D | -5.0% | -5.8% | +0.8% | -2.0% |
| 3M | -1.3% | -5.2% | +3.9% | +1.4% |
| 6M | -0.9% | +0.1% | -1.0% | -0.9% |
| YTD | +8.4% | +8.2% | +0.1% | +4.3% |
| 1Y | +11.1% | +10.1% | +0.9% | +6.1% |
| 3Y | +49.9% | +69.7% | -19.8% | +20.1% |
| All | +50.4% | +87.8% | -37.4% | +18.4% |
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 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