-90.7%
AARD vs VT
+30.6%
-121.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.3% | -12.2% | -11.8% |
| 7D | +13.7% | +2.4% | +11.3% | +8.4% |
| 30D | -65.7% | -1.5% | -64.2% | -63.0% |
| 3M | -79.3% | -4.1% | -75.1% | -76.1% |
| 6M | -79.8% | +0.6% | -80.4% | -78.2% |
| YTD | -89.9% | +11.0% | -100.9% | -90.5% |
| 1Y | -87.8% | +13.3% | -101.1% | -88.8% |
| All | -90.7% | +30.6% | -121.3% | -93.2% |
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