-67.0%
ARTV vs VT
+41.3%
-108.3%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.8% |
| 7D | -4.1% | +2.9% | -7.0% | -8.1% |
| 30D | -37.0% | -2.5% | -34.5% | -34.9% |
| 3M | -65.7% | -3.3% | -62.3% | -64.1% |
| 6M | -62.7% | +1.5% | -64.3% | -63.8% |
| YTD | -7.7% | +11.4% | -19.1% | -22.0% |
| 1Y | -0.5% | +11.9% | -12.4% | -16.1% |
| All | -67.0% | +41.3% | -108.3% | -76.4% |
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