+471.6%
ARW vs VT
+345.0%
+126.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | -4.1% | -8.5% | -8.1% |
| 7D | -19.8% | -4.2% | -15.7% | -15.6% |
| 30D | -26.3% | -5.8% | -20.5% | -20.8% |
| 3M | -21.9% | -5.2% | -16.7% | -16.6% |
| 6M | -5.0% | +0.1% | -5.1% | -4.2% |
| YTD | +60.7% | +8.2% | +52.5% | +49.1% |
| 1Y | +56.9% | +10.1% | +46.8% | +42.9% |
| 3Y | +46.4% | +69.7% | -23.3% | -16.9% |
| 5Y | +44.9% | +53.4% | -8.5% | -7.8% |
| 10Y | +195.1% | +219.2% | -24.2% | -12.3% |
| All | +471.6% | +345.0% | +126.6% | +27.1% |
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 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