+20.7%
ARI price history and return analytics
+65.7%
-45.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | -1.5% | -0.1% | -1.3% | -1.3% |
| 30D | +1.7% | -0.7% | +2.3% | +2.4% |
| 3M | -4.6% | +4.0% | -8.6% | -9.0% |
| 6M | +2.7% | +12.3% | -9.6% | -10.7% |
| YTD | +11.0% | +14.0% | -3.0% | -5.3% |
| 1Y | +2.6% | +20.3% | -17.7% | -18.2% |
| 3Y | +34.2% | +75.4% | -41.2% | -34.3% |
| 5Y | +20.7% | +66.0% | -45.3% | -40.7% |
| All | +20.7% | +65.7% | -45.0% | -40.7% |
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 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