+27.1%
ARQ vs VT
+75.0%
-47.9%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.5% | +0.4% | +6.0% | +5.9% |
| 30D | +12.2% | +1.0% | +11.2% | +10.8% |
| 3M | -13.5% | +2.4% | -15.9% | -16.0% |
| 6M | -34.3% | +12.0% | -46.3% | -44.3% |
| YTD | -29.7% | +15.3% | -45.0% | -42.9% |
| 1Y | -68.1% | +22.6% | -90.6% | -76.1% |
| All | +27.1% | +75.0% | -47.9% | -34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling