-56.4%
ARR vs VT
+215.5%
-272.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.1% |
| 7D | +1.2% | -2.3% | +3.5% | +3.6% |
| 30D | -3.5% | -5.0% | +1.5% | +1.6% |
| 3M | -20.1% | -4.9% | -15.3% | -16.0% |
| 6M | -20.9% | -1.5% | -19.4% | -20.1% |
| YTD | -17.8% | +8.5% | -26.2% | -25.2% |
| 1Y | -9.7% | +11.4% | -21.1% | -20.2% |
| 3Y | +29.8% | +70.1% | -40.3% | -28.5% |
| 5Y | -45.0% | +53.7% | -98.7% | -66.2% |
| All | -56.4% | +215.5% | -272.0% | -86.0% |
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