-62.4%
AARD vs VT
+35.7%
-98.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | -7.1% | +0.4% | -7.5% | -8.2% |
| 30D | -28.5% | +1.0% | -29.4% | -29.7% |
| 3M | +36.5% | +2.4% | +34.2% | +33.3% |
| 6M | -4.6% | +12.0% | -16.6% | -19.7% |
| YTD | -59.0% | +15.3% | -74.3% | -66.3% |
| 1Y | -36.6% | +22.6% | -59.2% | -52.1% |
| All | -62.4% | +35.7% | -98.1% | -75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling