-56.9%
ARVN vs VT
+139.7%
-196.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.8% | +3.0% |
| 7D | -2.4% | -0.1% | -2.3% | -1.7% |
| 30D | -9.4% | -3.1% | -6.4% | -5.0% |
| 3M | -23.0% | -3.5% | -19.5% | -18.8% |
| 6M | -31.6% | +0.5% | -32.0% | -31.8% |
| YTD | -41.7% | +10.8% | -52.4% | -49.2% |
| 1Y | -38.2% | +11.9% | -50.1% | -46.9% |
| 3Y | -53.8% | +73.0% | -126.8% | -77.7% |
| 5Y | -92.0% | +58.6% | -150.7% | -95.6% |
| All | -56.9% | +139.7% | -196.6% | -86.9% |
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