-36.6%
AARD vs VT
+23.3%
-60.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.0% |
| 7D | -7.1% | +0.4% | -7.5% | -8.6% |
| 30D | -28.5% | +1.0% | -29.4% | -30.2% |
| 3M | +36.5% | +2.4% | +34.2% | +30.8% |
| 6M | -4.6% | +12.0% | -16.6% | -23.9% |
| YTD | -59.0% | +15.3% | -74.3% | -68.0% |
| 1Y | -36.6% | +22.6% | -59.2% | -44.7% |
| All | -36.6% | +23.3% | -60.0% | -44.7% |
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