-32.1%
ARDT vs VT
+44.4%
-76.5%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.1% |
| 3M | +26.9% | +2.4% | +24.5% | +23.9% |
| 6M | +13.2% | +12.0% | +1.2% | +1.6% |
| YTD | +23.6% | +15.3% | +8.2% | +7.8% |
| 1Y | -15.2% | +22.6% | -37.7% | -29.0% |
| All | -32.1% | +44.4% | -76.5% | -50.6% |
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 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