-86.9%
AARD vs VT
+12.5%
-99.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +3.2% |
| 7D | +11.4% | -0.1% | +11.5% | +12.9% |
| 30D | -71.2% | -3.1% | -68.2% | -66.5% |
| 3M | -81.9% | -3.5% | -78.4% | -78.5% |
| 6M | -74.8% | +0.5% | -75.3% | -72.5% |
| YTD | -89.6% | +10.8% | -100.3% | -90.5% |
| 1Y | -86.9% | +11.9% | -98.8% | -88.3% |
| All | -86.9% | +12.5% | -99.4% | -88.3% |
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