-9.7%
ARTNA vs VT
+59.8%
-69.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.9% |
| 7D | -2.2% | -0.7% | -1.5% | -2.1% |
| 30D | -2.2% | -1.7% | -0.4% | -1.8% |
| 3M | -4.7% | -2.3% | -2.4% | -4.2% |
| 6M | +4.9% | +1.5% | +3.3% | +4.2% |
| YTD | +7.7% | +12.0% | -4.3% | +3.6% |
| 1Y | +6.0% | +12.9% | -6.8% | +1.8% |
| 3Y | -9.6% | +74.9% | -84.6% | -26.7% |
| 5Y | -9.7% | +59.9% | -69.6% | -26.6% |
| All | -9.7% | +59.8% | -69.4% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling