+9.6%
ARQT vs VT
+128.0%
-118.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.5% | +0.4% | +0.1% | -0.1% |
| 30D | -11.8% | +1.0% | -12.8% | -12.9% |
| 3M | +8.9% | +2.4% | +6.5% | +5.3% |
| 6M | -0.9% | +12.0% | -12.9% | -13.3% |
| YTD | -17.7% | +15.3% | -33.0% | -30.6% |
| 1Y | +47.4% | +22.6% | +24.9% | +15.6% |
| 3Y | +166.7% | +74.7% | +92.1% | +43.8% |
| 5Y | +10.4% | +66.1% | -55.7% | -36.2% |
| All | +9.6% | +128.0% | -118.4% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling