-72.6%
ARE price history and return analytics
+57.5%
-130.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.1% |
| 7D | +5.7% | -0.1% | +5.9% | +5.9% |
| 30D | -1.8% | -3.1% | +1.3% | +1.3% |
| 3M | -6.2% | -3.5% | -2.7% | -2.7% |
| 6M | -0.6% | +0.5% | -1.1% | -1.6% |
| YTD | -4.6% | +10.8% | -15.4% | -14.6% |
| 1Y | -12.7% | +11.9% | -24.6% | -22.7% |
| 3Y | -45.1% | +73.0% | -118.0% | -69.5% |
| 5Y | -72.6% | +58.6% | -131.2% | -83.3% |
| All | -72.6% | +57.5% | -130.1% | -83.3% |
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