-73.2%
ARDX vs VT
+236.2%
-309.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -0.8% | +0.4% | -1.2% | -1.4% |
| 30D | -23.0% | +1.0% | -24.0% | -24.1% |
| 3M | -30.0% | +2.4% | -32.4% | -32.5% |
| 6M | -43.2% | +12.0% | -55.2% | -50.8% |
| YTD | -35.2% | +15.3% | -50.5% | -45.9% |
| 1Y | -42.5% | +22.6% | -65.0% | -55.5% |
| 3Y | -21.6% | +74.7% | -96.2% | -60.8% |
| 5Y | +162.5% | +66.1% | +96.4% | +42.1% |
| 10Y | -63.0% | +225.0% | -288.1% | -91.3% |
| All | -73.2% | +236.2% | -309.4% | -93.6% |
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 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