-54.1%
ARQ vs VT
+222.7%
-276.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.3% |
| 7D | +28.7% | +2.9% | +25.9% | +25.2% |
| 30D | +56.9% | -2.5% | +59.4% | +60.0% |
| 3M | +34.3% | -3.3% | +37.7% | +38.4% |
| 6M | +14.0% | +1.5% | +12.5% | +11.2% |
| YTD | -5.5% | +11.4% | -16.9% | -17.7% |
| 1Y | -16.5% | +11.9% | -28.4% | -27.5% |
| 3Y | +50.0% | +73.9% | -23.9% | -18.2% |
| 5Y | -60.0% | +57.9% | -117.9% | -75.7% |
| All | -54.1% | +222.7% | -276.8% | -86.8% |
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