-90.1%
ARVN vs VT
+66.2%
-156.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.5% |
| 7D | -2.2% | +1.0% | -3.2% | -3.7% |
| 30D | +3.8% | -0.2% | +4.0% | +4.1% |
| 3M | +27.0% | +4.5% | +22.4% | +18.3% |
| 6M | -33.2% | +14.1% | -47.3% | -46.0% |
| YTD | -23.4% | +14.8% | -38.2% | -38.6% |
| 1Y | +14.4% | +21.2% | -6.8% | -16.1% |
| 3Y | -67.1% | +76.6% | -143.7% | -86.8% |
| 5Y | -90.1% | +66.6% | -156.7% | -95.8% |
| All | -90.1% | +66.2% | -156.3% | -95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling