+29.6%
ARR vs VT
+69.4%
-39.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +3.2% |
| 7D | -1.6% | -4.2% | +2.5% | +1.8% |
| 30D | -5.1% | -5.8% | +0.7% | -0.3% |
| 3M | -20.6% | -5.2% | -15.4% | -17.1% |
| 6M | -20.5% | +0.1% | -20.6% | -21.0% |
| YTD | -17.9% | +8.2% | -26.1% | -24.0% |
| 1Y | -10.3% | +10.1% | -20.4% | -18.3% |
| All | +29.6% | +69.4% | -39.8% | -32.0% |
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 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