-53.9%
ARQ vs VT
+217.6%
-271.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.7% |
| 7D | +60.3% | -0.1% | +60.5% | +58.9% |
| 30D | +45.3% | -3.1% | +48.4% | +49.1% |
| 3M | +42.5% | -3.5% | +46.0% | +47.0% |
| 6M | +11.7% | +0.5% | +11.3% | +10.2% |
| YTD | -9.8% | +10.8% | -20.6% | -21.0% |
| 1Y | -19.4% | +11.9% | -31.3% | -30.1% |
| 3Y | +43.2% | +73.0% | -29.8% | -21.5% |
| 5Y | -61.0% | +58.6% | -119.6% | -76.5% |
| 10Y | -53.9% | +219.2% | -273.1% | -86.5% |
| All | -53.9% | +217.6% | -271.5% | -86.5% |
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