+30.3%
ARB price history and return analytics
+153.4%
-123.1%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +0.1% | -3.1% | +3.2% | +0.4% |
| 3M | +1.3% | -3.5% | +4.8% | +1.6% |
| 6M | +2.0% | +0.5% | +1.6% | +1.9% |
| YTD | +3.5% | +10.8% | -7.3% | +2.5% |
| 1Y | +4.0% | +11.9% | -7.9% | +2.9% |
| 3Y | +16.5% | +73.0% | -56.5% | +10.5% |
| 5Y | +22.4% | +58.6% | -36.2% | +16.3% |
| All | +30.3% | +153.4% | -123.1% | +19.8% |
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