-79.1%
ARDX vs VT
+223.7%
-302.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -1.4% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | -10.7% | -2.6% | -8.1% | -7.6% |
| 3M | -26.7% | -3.2% | -23.5% | -23.6% |
| 6M | -56.8% | +0.9% | -57.7% | -57.5% |
| YTD | -49.7% | +11.3% | -61.1% | -56.1% |
| 1Y | -47.6% | +14.0% | -61.6% | -55.5% |
| 3Y | -17.7% | +75.8% | -93.5% | -58.8% |
| 5Y | +148.3% | +57.8% | +90.5% | +44.0% |
| 10Y | -79.1% | +219.8% | -298.9% | -94.9% |
| All | -79.1% | +223.7% | -302.8% | -94.9% |
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