+11.9%
ARDT vs VT
+39.4%
-27.5%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +2.1% |
| 7D | +53.2% | +0.4% | +52.8% | +51.6% |
| 30D | +59.0% | -2.6% | +61.6% | +61.3% |
| 3M | +55.6% | -3.2% | +58.8% | +58.6% |
| 6M | +77.7% | +0.9% | +76.8% | +74.2% |
| YTD | +103.5% | +11.3% | +92.2% | +81.6% |
| 1Y | +24.8% | +14.0% | +10.8% | +9.9% |
| All | +11.9% | +39.4% | -27.5% | -16.8% |
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