-41.5%
ARVN vs VT
+149.6%
-191.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.3% | +0.4% | +1.8% | +1.6% |
| 30D | +11.8% | +1.0% | +10.8% | +10.3% |
| 3M | +21.3% | +2.4% | +18.9% | +17.3% |
| 6M | -31.8% | +12.0% | -43.8% | -41.8% |
| YTD | -20.8% | +15.3% | -36.2% | -35.0% |
| 1Y | +23.4% | +22.6% | +0.8% | -6.9% |
| 3Y | -66.3% | +74.7% | -141.0% | -84.0% |
| 5Y | -89.1% | +66.1% | -155.2% | -94.3% |
| All | -41.5% | +149.6% | -191.1% | -83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling