+22.5%
ARDC price history and return analytics
+65.7%
-43.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -0.8% | -0.7% | -0.1% | -0.5% |
| 3M | +0.7% | +4.0% | -3.3% | -1.2% |
| 6M | +5.9% | +12.3% | -6.3% | +0.2% |
| YTD | -0.9% | +14.0% | -14.9% | -7.0% |
| 1Y | -8.1% | +20.3% | -28.4% | -16.0% |
| 3Y | +29.5% | +75.4% | -45.9% | -2.2% |
| 5Y | +22.5% | +66.0% | -43.4% | -7.7% |
| All | +22.5% | +65.7% | -43.2% | -7.7% |
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