-65.0%
AARD price history and return analytics
+33.0%
-98.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +3.8% |
| 7D | -12.6% | -2.0% | -10.6% | -8.3% |
| 30D | -30.3% | -1.4% | -28.9% | -27.6% |
| 3M | +44.0% | +4.7% | +39.2% | +35.0% |
| 6M | -13.5% | +11.4% | -24.8% | -25.5% |
| YTD | -61.8% | +13.1% | -74.9% | -67.1% |
| 1Y | -37.4% | +19.0% | -56.4% | -49.6% |
| All | -65.0% | +33.0% | -98.0% | -76.5% |
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