-26.9%
ARTW vs VT
+53.2%
-80.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -0.9% |
| 7D | -9.3% | -4.2% | -5.1% | -7.7% |
| 30D | -16.7% | -5.8% | -10.9% | -14.7% |
| 3M | +24.0% | -5.2% | +29.2% | +26.7% |
| 6M | +4.6% | +0.1% | +4.5% | +4.7% |
| YTD | +16.6% | +8.2% | +8.4% | +13.8% |
| 1Y | +10.9% | +10.1% | +0.8% | +7.8% |
| 3Y | +34.3% | +69.7% | -35.3% | +16.1% |
| 5Y | -26.9% | +53.4% | -80.3% | -32.1% |
| All | -26.9% | +53.2% | -80.1% | -32.1% |
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