+243.0%
ARTY vs VT
+162.6%
+80.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +2.1% | +0.4% | +1.7% | +1.5% |
| 30D | +5.4% | +1.0% | +4.5% | +4.2% |
| 3M | -2.8% | +2.4% | -5.2% | -4.6% |
| 6M | +54.3% | +12.0% | +42.3% | +36.1% |
| YTD | +58.1% | +15.3% | +42.8% | +35.0% |
| 1Y | +79.1% | +22.6% | +56.5% | +42.2% |
| 3Y | +137.3% | +74.7% | +62.6% | +25.5% |
| 5Y | +74.3% | +66.1% | +8.2% | -0.6% |
| All | +243.0% | +162.6% | +80.3% | +25.0% |
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 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