-65.6%
AARD price history and return analytics
+34.1%
-99.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -6.2% |
| 7D | -17.3% | -0.1% | -17.2% | -17.1% |
| 30D | -34.9% | -0.7% | -34.2% | -33.5% |
| 3M | +37.4% | +4.0% | +33.4% | +30.5% |
| 6M | -19.2% | +12.3% | -31.5% | -31.8% |
| YTD | -62.5% | +14.0% | -76.5% | -68.3% |
| 1Y | -37.8% | +20.3% | -58.1% | -51.1% |
| All | -65.6% | +34.1% | -99.7% | -77.4% |
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 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