-62.8%
AARD price history and return analytics
+35.0%
-97.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.2% |
| 7D | -10.0% | +1.0% | -11.0% | -12.2% |
| 30D | -32.5% | -0.2% | -32.3% | -31.9% |
| 3M | +48.5% | +4.5% | +43.9% | +39.0% |
| 6M | -8.9% | +14.1% | -22.9% | -25.5% |
| YTD | -59.4% | +14.8% | -74.2% | -66.2% |
| 1Y | -35.0% | +21.2% | -56.2% | -49.8% |
| All | -62.8% | +35.0% | -97.7% | -75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling