+7.7%
ARDT vs VT
+35.8%
-28.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.7% |
| 7D | +43.8% | -2.3% | +46.1% | +45.0% |
| 30D | +59.0% | -5.0% | +64.0% | +63.9% |
| 3M | +49.3% | -4.9% | +54.1% | +53.6% |
| 6M | +84.6% | -1.5% | +86.2% | +83.9% |
| YTD | +95.9% | +8.5% | +87.4% | +77.8% |
| 1Y | +19.6% | +11.4% | +8.3% | +7.0% |
| All | +7.7% | +35.8% | -28.1% | -18.6% |
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