-51.4%
VG vs AR
-11.5%
-39.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.9% |
| 7D | -22.0% | -14.3% | -7.8% | -9.2% |
| 30D | -11.6% | +1.4% | -13.1% | -12.7% |
| 3M | -14.9% | +3.4% | -18.3% | -18.1% |
| 6M | -3.5% | -2.1% | -1.5% | -1.4% |
| YTD | +70.0% | +4.7% | +65.3% | +65.3% |
| 1Y | +50.0% | +10.6% | +39.4% | +36.2% |
| All | -51.4% | -11.5% | -39.9% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling