-77.8%
ARDX vs VT
+215.5%
-293.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -4.0% |
| 7D | -5.0% | -2.3% | -2.6% | -1.9% |
| 30D | -11.7% | -5.0% | -6.7% | -5.8% |
| 3M | -40.9% | -4.9% | -36.0% | -37.2% |
| 6M | -59.4% | -1.5% | -57.9% | -58.9% |
| YTD | -50.6% | +8.5% | -59.1% | -55.5% |
| 1Y | -49.0% | +11.4% | -60.4% | -55.5% |
| 3Y | -28.0% | +70.1% | -98.1% | -62.4% |
| 5Y | +140.0% | +53.7% | +86.3% | +43.6% |
| All | -77.8% | +215.5% | -293.3% | -94.6% |
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