-90.4%
AARD vs VT
+30.3%
-120.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.7% |
| 7D | +11.4% | -0.1% | +11.5% | +13.0% |
| 30D | -71.2% | -3.1% | -68.2% | -67.9% |
| 3M | -81.9% | -3.5% | -78.4% | -79.5% |
| 6M | -74.8% | +0.5% | -75.3% | -72.9% |
| YTD | -89.6% | +10.8% | -100.3% | -90.2% |
| 1Y | -86.9% | +11.9% | -98.8% | -87.9% |
| All | -90.4% | +30.3% | -120.7% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling