-25.2%
ARDX vs VT
+69.4%
-94.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -4.1% | -5.0% | -4.4% |
| 7D | -3.5% | -4.2% | +0.6% | +1.6% |
| 30D | -9.7% | -5.8% | -3.9% | -3.0% |
| 3M | -39.1% | -5.2% | -33.9% | -35.2% |
| 6M | -58.1% | +0.1% | -58.2% | -58.4% |
| YTD | -48.7% | +8.2% | -56.9% | -53.8% |
| 1Y | -49.7% | +10.1% | -59.9% | -55.6% |
| All | -25.2% | +69.4% | -94.6% | -73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling