-49.9%
AREC price history and return analytics
+57.4%
-107.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +2.9% |
| 7D | +7.8% | +0.4% | +7.5% | +7.0% |
| 30D | -26.4% | -2.6% | -23.8% | -23.0% |
| 3M | -56.6% | -3.2% | -53.4% | -53.9% |
| 6M | -47.0% | +0.9% | -47.9% | -46.5% |
| YTD | -52.1% | +11.3% | -63.4% | -58.1% |
| 1Y | -70.4% | +14.0% | -84.4% | -74.8% |
| 3Y | -11.3% | +75.8% | -87.2% | -62.2% |
| 5Y | -49.9% | +57.8% | -107.7% | -70.8% |
| All | -49.9% | +57.4% | -107.2% | -70.8% |
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