+252.1%
ARTV vs VT
+21.4%
+230.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -1.8% |
| 7D | -3.5% | +1.0% | -4.6% | -5.4% |
| 30D | -3.5% | -0.2% | -3.2% | -3.1% |
| 3M | +60.0% | +4.5% | +55.5% | +46.1% |
| 6M | +89.5% | +14.1% | +75.5% | +46.7% |
| YTD | +153.6% | +14.8% | +138.9% | +89.6% |
| 1Y | +252.1% | +21.2% | +230.9% | +192.6% |
| All | +252.1% | +21.4% | +230.7% | +192.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling