+101.1%
ARDC vs VT
+221.8%
-120.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.5% |
| 7D | -0.5% | +2.4% | -2.9% | -1.7% |
| 30D | +2.5% | -1.5% | +4.0% | +3.3% |
| 3M | -5.2% | -4.1% | -1.1% | -3.2% |
| 6M | -6.1% | +0.6% | -6.7% | -6.7% |
| YTD | -5.8% | +11.0% | -16.8% | -11.4% |
| 1Y | -8.3% | +13.3% | -21.6% | -14.7% |
| 3Y | +20.2% | +73.4% | -53.2% | -12.4% |
| 5Y | +15.2% | +57.4% | -42.3% | -12.2% |
| All | +101.1% | +221.8% | -120.6% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling