+40.8%
ARL price history and return analytics
+65.7%
-24.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.4% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | +3.0% | -0.7% | +3.7% | +3.6% |
| 3M | +3.5% | +4.0% | -0.5% | +0.3% |
| 6M | -10.3% | +12.3% | -22.6% | -17.8% |
| YTD | -3.4% | +14.0% | -17.4% | -12.5% |
| 1Y | -3.0% | +20.3% | -23.3% | -15.4% |
| 3Y | -14.1% | +75.4% | -89.5% | -40.6% |
| 5Y | +40.8% | +66.0% | -25.1% | +1.2% |
| All | +40.8% | +65.7% | -24.8% | +1.2% |
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 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