-96.3%
ARIS price history and return analytics
+391.4%
-487.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -3.4% |
| 7D | -1.2% | -0.7% | -0.5% | -0.6% |
| 30D | -8.4% | -1.7% | -6.6% | -6.7% |
| 3M | -10.4% | -2.3% | -8.1% | -8.2% |
| 6M | -23.0% | +1.5% | -24.6% | -22.7% |
| YTD | -4.3% | +12.0% | -16.4% | -9.9% |
| 1Y | +41.7% | +12.9% | +28.8% | +32.8% |
| 3Y | +583.4% | +74.9% | +508.5% | +374.9% |
| 5Y | +283.4% | +59.9% | +223.5% | +182.0% |
| 10Y | +1,627.1% | +224.6% | +1,402.4% | +685.3% |
| All | -96.3% | +391.4% | -487.7% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling