-57.5%
ARVN vs VT
+140.3%
-197.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.3% |
| 7D | +6.4% | +2.4% | +4.0% | +3.1% |
| 30D | 0.0% | -1.5% | +1.5% | +2.6% |
| 3M | -24.3% | -4.1% | -20.2% | -19.5% |
| 6M | -30.9% | +0.6% | -31.5% | -31.2% |
| YTD | -42.5% | +11.0% | -53.5% | -50.1% |
| 1Y | -32.6% | +13.3% | -46.0% | -43.2% |
| 3Y | -58.9% | +73.4% | -132.3% | -80.2% |
| 5Y | -91.9% | +57.4% | -149.3% | -95.5% |
| All | -57.5% | +140.3% | -197.8% | -87.1% |
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