+9.2%
AREC price history and return analytics
+179.9%
-170.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.1% |
| 7D | +7.9% | -0.7% | +8.6% | +8.4% |
| 30D | -28.3% | -1.7% | -26.6% | -27.6% |
| 3M | -62.4% | -2.3% | -60.1% | -61.8% |
| 6M | -55.4% | +1.5% | -57.0% | -55.3% |
| YTD | -56.0% | +12.0% | -68.0% | -57.3% |
| 1Y | -71.6% | +12.9% | -84.4% | -72.5% |
| 3Y | -15.4% | +74.9% | -90.3% | -26.1% |
| 5Y | -51.9% | +59.9% | -111.8% | -61.7% |
| All | +9.2% | +179.9% | -170.8% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling