+213.7%
VT vs AR
+44.3%
+169.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.3% |
| 7D | -2.3% | -14.3% | +11.9% | -1.0% |
| 30D | -5.0% | +1.4% | -6.4% | -5.2% |
| 3M | -4.9% | +3.4% | -8.3% | -5.4% |
| 6M | -1.5% | -2.1% | +0.5% | -1.7% |
| YTD | +8.5% | +4.7% | +3.8% | +7.2% |
| 1Y | +11.4% | +10.6% | +0.8% | +9.4% |
| 3Y | +70.1% | +24.6% | +45.5% | +63.1% |
| 5Y | +53.7% | +71.9% | -18.2% | +40.8% |
| All | +213.7% | +44.3% | +169.4% | +176.2% |
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 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