+102.1%
ARDC price history and return analytics
+342.8%
-240.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +2.0% | -3.1% | +5.0% | +3.4% |
| 3M | -4.7% | -3.5% | -1.2% | -3.2% |
| 6M | -5.1% | +0.5% | -5.6% | -5.6% |
| YTD | -4.8% | +10.8% | -15.6% | -9.7% |
| 1Y | -7.2% | +11.9% | -19.1% | -12.4% |
| 3Y | +22.9% | +73.0% | -50.1% | -6.6% |
| 5Y | +17.2% | +58.6% | -41.4% | -8.0% |
| 10Y | +103.5% | +219.2% | -115.7% | +18.2% |
| All | +102.1% | +342.8% | -240.7% | +14.7% |
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 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