-92.2%
AARD vs VT
+27.3%
-119.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.9% | -4.1% | -7.8% | -1.9% |
| 7D | -22.9% | -4.2% | -18.7% | -13.9% |
| 30D | -78.0% | -5.8% | -72.2% | -73.8% |
| 3M | -85.2% | -5.2% | -80.0% | -82.6% |
| 6M | -79.7% | +0.1% | -79.8% | -77.8% |
| YTD | -91.5% | +8.2% | -99.8% | -91.7% |
| 1Y | -89.4% | +10.1% | -99.6% | -89.8% |
| All | -92.2% | +27.3% | -119.6% | -94.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling