-4.0%
ARHS price history and return analytics
+76.6%
-80.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.2% |
| 7D | +1.3% | +1.0% | +0.3% | -0.3% |
| 30D | -11.8% | -0.2% | -11.5% | -11.6% |
| 3M | +36.2% | +4.5% | +31.6% | +26.6% |
| 6M | +16.3% | +14.1% | +2.3% | -5.9% |
| YTD | -20.7% | +14.8% | -35.5% | -36.4% |
| 1Y | -22.0% | +21.2% | -43.2% | -42.8% |
| 3Y | -4.0% | +76.6% | -80.6% | -59.6% |
| All | -4.0% | +76.6% | -80.6% | -59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling