-10.1%
ARTV vs VT
+44.7%
-54.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.2% |
| 7D | -4.6% | -0.1% | -4.5% | -4.4% |
| 30D | -3.8% | -0.7% | -3.2% | -2.9% |
| 3M | +48.4% | +4.0% | +44.4% | +39.3% |
| 6M | +89.0% | +12.3% | +76.7% | +59.2% |
| YTD | +151.5% | +14.0% | +137.5% | +106.4% |
| 1Y | +288.1% | +20.3% | +267.8% | +197.6% |
| All | -10.1% | +44.7% | -54.8% | -37.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling