+825.7%
ARIS price history and return analytics
+74.2%
+751.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.7% |
| 7D | +2.2% | -0.1% | +2.4% | +2.5% |
| 30D | +17.9% | -0.7% | +18.5% | +19.3% |
| 3M | +33.5% | +4.0% | +29.5% | +27.3% |
| 6M | +4.2% | +12.3% | -8.1% | -9.0% |
| YTD | +24.0% | +14.0% | +10.0% | +7.1% |
| 1Y | +114.6% | +20.3% | +94.3% | +74.6% |
| All | +825.7% | +74.2% | +751.5% | +421.4% |
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