-87.1%
AARD vs VT
+15.2%
-102.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | -3.8% |
| 7D | -16.6% | -0.3% | -16.3% | -15.5% |
| 30D | -75.9% | -1.4% | -74.4% | -73.8% |
| 3M | -82.6% | -1.4% | -81.2% | -81.0% |
| 6M | -76.1% | +5.5% | -81.6% | -77.8% |
| YTD | -90.4% | +12.8% | -103.2% | -92.0% |
| 1Y | -87.1% | +15.4% | -102.6% | -89.9% |
| All | -87.1% | +15.2% | -102.4% | -89.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling