+174.7%
ARTY vs VT
+147.0%
+27.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.6% | +3.6% |
| 7D | -10.8% | -2.3% | -8.5% | -7.7% |
| 30D | -24.3% | -5.0% | -19.4% | -18.5% |
| 3M | -14.8% | -4.9% | -9.9% | -8.1% |
| 6M | -10.0% | -1.5% | -8.5% | -5.9% |
| YTD | +26.7% | +8.5% | +18.2% | +18.1% |
| 1Y | +26.6% | +11.4% | +15.3% | +14.5% |
| 3Y | +102.1% | +70.1% | +32.1% | +12.0% |
| 5Y | +36.9% | +53.7% | -16.8% | -13.3% |
| All | +174.7% | +147.0% | +27.7% | +9.4% |
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