-78.8%
ARDX vs VT
+215.5%
-294.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -4.1% | -5.0% | -4.2% |
| 7D | -3.5% | -4.2% | +0.6% | +2.0% |
| 30D | -9.7% | -5.8% | -3.9% | -2.6% |
| 3M | -39.1% | -5.2% | -33.9% | -34.9% |
| 6M | -58.1% | +0.1% | -58.2% | -58.4% |
| YTD | -48.7% | +8.2% | -56.9% | -53.7% |
| 1Y | -49.7% | +10.1% | -59.9% | -55.5% |
| 3Y | -25.6% | +69.7% | -95.3% | -61.4% |
| 5Y | +149.2% | +53.4% | +95.8% | +49.2% |
| 10Y | -76.5% | +219.2% | -295.7% | -94.4% |
| All | -78.8% | +215.5% | -294.3% | -94.5% |
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 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