+5.9%
AREC price history and return analytics
+66.2%
-60.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.7% |
| 7D | +6.1% | +1.0% | +5.1% | +4.2% |
| 30D | -9.2% | -0.2% | -9.0% | -8.6% |
| 3M | +15.4% | +4.5% | +10.9% | +8.3% |
| 6M | -20.8% | +14.1% | -34.8% | -34.4% |
| YTD | +0.3% | +14.8% | -14.4% | -16.9% |
| 1Y | +36.0% | +21.2% | +14.8% | +4.7% |
| 3Y | +97.5% | +76.6% | +20.9% | -16.8% |
| 5Y | +5.9% | +66.6% | -60.7% | -48.9% |
| All | +5.9% | +66.2% | -60.3% | -48.9% |
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