-17.8%
ARDX vs VT
+74.0%
-91.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | +7.3% | +2.4% | +4.9% | +4.5% |
| 30D | -3.1% | -1.5% | -1.6% | -1.1% |
| 3M | -21.0% | -4.1% | -16.9% | -16.9% |
| 6M | -51.6% | +0.6% | -52.1% | -52.1% |
| YTD | -47.0% | +11.0% | -58.0% | -53.6% |
| 1Y | -47.0% | +13.3% | -60.3% | -54.8% |
| 3Y | -17.8% | +73.4% | -91.2% | -70.1% |
| All | -17.8% | +74.0% | -91.8% | -70.1% |
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