-88.1%
AARD vs VT
+10.5%
-98.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +4.6% |
| 7D | -14.0% | -2.3% | -11.7% | -6.2% |
| 30D | -76.4% | -5.0% | -71.5% | -70.7% |
| 3M | -84.0% | -4.9% | -79.1% | -80.1% |
| 6M | -80.1% | -1.5% | -78.6% | -76.8% |
| YTD | -91.1% | +8.5% | -99.6% | -91.3% |
| 1Y | -88.1% | +11.4% | -99.5% | -89.1% |
| All | -88.1% | +10.5% | -98.6% | -89.1% |
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