+597.1%
ARW vs VT
+374.2%
+222.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +5.9% | +0.4% | +5.5% | +5.4% |
| 30D | -4.8% | +1.0% | -5.8% | -5.9% |
| 3M | -3.8% | +2.4% | -6.1% | -6.1% |
| 6M | +50.5% | +12.0% | +38.5% | +33.3% |
| YTD | +96.0% | +15.3% | +80.7% | +68.3% |
| 1Y | +70.5% | +22.6% | +47.9% | +37.0% |
| 3Y | +61.3% | +74.7% | -13.4% | -11.9% |
| 5Y | +83.9% | +66.1% | +17.8% | +6.5% |
| 10Y | +231.0% | +225.0% | +6.0% | -4.4% |
| All | +597.1% | +374.2% | +222.9% | +43.4% |
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