-64.0%
ARTW vs VT
+374.2%
-438.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | +15.3% | +0.4% | +14.8% | +15.0% |
| 30D | +50.2% | +1.0% | +49.3% | +49.3% |
| 3M | +26.7% | +2.4% | +24.3% | +24.9% |
| 6M | +44.3% | +12.0% | +32.3% | +34.5% |
| YTD | +41.3% | +15.3% | +25.9% | +29.5% |
| 1Y | +0.6% | +22.6% | -22.0% | -10.7% |
| 3Y | +24.8% | +74.7% | -49.9% | -12.1% |
| 5Y | -1.8% | +66.1% | -67.9% | -29.9% |
| 10Y | +14.5% | +225.0% | -210.5% | -50.4% |
| All | -64.0% | +374.2% | -438.2% | -87.3% |
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