-15.2%
ARDT vs VT
+23.3%
-38.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | -2.2% | +1.0% | -3.2% | -3.2% |
| 3M | +26.9% | +2.4% | +24.5% | +23.7% |
| 6M | +13.2% | +12.0% | +1.2% | -1.2% |
| YTD | +23.6% | +15.3% | +8.2% | +1.0% |
| 1Y | -15.2% | +22.6% | -37.7% | -31.3% |
| All | -15.2% | +23.3% | -38.5% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling