-6.8%
ARTV vs VT
+46.4%
-53.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.9% | +0.4% | +0.5% | +0.1% |
| 30D | -3.5% | +1.0% | -4.4% | -5.0% |
| 3M | +45.7% | +2.4% | +43.3% | +40.8% |
| 6M | +104.9% | +12.0% | +92.9% | +72.8% |
| YTD | +160.8% | +15.3% | +145.5% | +110.2% |
| 1Y | +259.8% | +22.6% | +237.2% | +167.9% |
| All | -6.8% | +46.4% | -53.1% | -36.5% |
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