-24.9%
ARX vs VT
+19.8%
-44.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.1% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | +0.6% | -3.1% | +3.6% | +0.2% |
| 3M | +65.4% | -3.5% | +68.9% | +64.7% |
| 6M | +50.8% | +0.5% | +50.4% | +52.1% |
| YTD | +21.8% | +10.8% | +11.0% | +20.9% |
| 1Y | +62.0% | +11.9% | +50.1% | +58.0% |
| All | -24.9% | +19.8% | -44.6% | -29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling