+49.9%
ARTY vs VT
+57.9%
-7.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -7.1% | -1.6% | -5.5% | -4.5% |
| 30D | -16.3% | -2.5% | -13.8% | -12.4% |
| 3M | -2.5% | -1.3% | -1.2% | +0.4% |
| 6M | +7.0% | +3.1% | +3.9% | +4.6% |
| YTD | +39.5% | +10.9% | +28.6% | +23.0% |
| 1Y | +31.0% | +12.1% | +19.0% | +14.1% |
| 3Y | +122.0% | +73.9% | +48.1% | +4.1% |
| All | +49.9% | +57.9% | -7.9% | -17.0% |
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