+1,451.4%
ARIS price history and return analytics
+226.9%
+1,224.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.9% |
| 7D | -5.5% | -2.0% | -3.6% | -3.9% |
| 30D | +11.9% | -1.4% | +13.4% | +13.5% |
| 3M | +36.5% | +4.7% | +31.8% | +32.3% |
| 6M | -2.7% | +11.4% | -14.1% | -9.1% |
| YTD | +19.6% | +13.1% | +6.5% | +10.9% |
| 1Y | +102.0% | +19.0% | +83.0% | +80.9% |
| 3Y | +885.9% | +73.9% | +811.9% | +583.9% |
| 5Y | +495.3% | +65.4% | +429.9% | +321.9% |
| All | +1,451.4% | +226.9% | +1,224.6% | +469.2% |
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