+213.0%
VT vs AR
+45.5%
+167.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.8% | -1.3% | -3.8% |
| 7D | -4.2% | -11.7% | +7.5% | -3.1% |
| 30D | -5.8% | +1.8% | -7.6% | -6.0% |
| 3M | -5.2% | +6.0% | -11.2% | -6.0% |
| 6M | +0.1% | -7.0% | +7.2% | +0.4% |
| YTD | +8.2% | +5.6% | +2.7% | +6.9% |
| 1Y | +10.1% | +10.8% | -0.7% | +8.1% |
| 3Y | +69.7% | +19.3% | +50.3% | +63.3% |
| 5Y | +53.4% | +73.3% | -19.9% | +40.4% |
| All | +213.0% | +45.5% | +167.4% | +175.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling