-62.1%
ARVN vs VT
+69.7%
-131.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.4% | -2.5% |
| 7D | -18.4% | -2.3% | -16.1% | -15.2% |
| 30D | -14.0% | -5.0% | -9.0% | -7.2% |
| 3M | -26.2% | -4.9% | -21.3% | -20.4% |
| 6M | -37.5% | -1.5% | -36.0% | -36.0% |
| YTD | -46.0% | +8.5% | -54.4% | -52.0% |
| 1Y | -35.9% | +11.4% | -47.3% | -45.3% |
| 3Y | -62.1% | +70.1% | -132.2% | -88.3% |
| All | -62.1% | +69.7% | -131.9% | -88.3% |
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