+9.4%
ARQT vs VT
+125.4%
-116.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.5% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | -8.0% | -0.7% | -7.4% | -7.4% |
| 3M | +4.6% | +4.0% | +0.6% | -0.7% |
| 6M | -3.9% | +12.3% | -16.2% | -16.3% |
| YTD | -17.9% | +14.0% | -31.9% | -29.9% |
| 1Y | +33.0% | +20.3% | +12.7% | +6.6% |
| 3Y | +221.3% | +75.4% | +145.9% | +72.5% |
| 5Y | +7.1% | +66.0% | -58.9% | -37.9% |
| All | +9.4% | +125.4% | -116.0% | -50.0% |
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