-28.7%
ARHS price history and return analytics
+62.3%
-90.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.3% |
| 7D | -0.2% | -0.1% | -0.1% | 0.0% |
| 30D | -10.9% | -0.7% | -10.2% | -10.1% |
| 3M | +25.9% | +4.0% | +21.9% | +18.1% |
| 6M | +19.7% | +12.3% | +7.4% | -0.3% |
| YTD | -21.3% | +14.0% | -35.3% | -35.9% |
| 1Y | -21.0% | +20.3% | -41.3% | -40.9% |
| 3Y | -4.7% | +75.4% | -80.1% | -59.2% |
| All | -28.7% | +62.3% | -90.9% | -64.1% |
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