+64.2%
ARL price history and return analytics
+374.2%
-310.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | +4.0% | +0.4% | +3.6% | +3.8% |
| 30D | +4.1% | +1.0% | +3.1% | +3.7% |
| 3M | +8.3% | +2.4% | +6.0% | +7.2% |
| 6M | -11.6% | +12.0% | -23.6% | -15.8% |
| YTD | -2.9% | +15.3% | -18.2% | -8.6% |
| 1Y | -1.6% | +22.6% | -24.2% | -9.8% |
| 3Y | -22.0% | +74.7% | -96.6% | -37.8% |
| 5Y | +34.9% | +66.1% | -31.2% | +8.9% |
| 10Y | +177.1% | +225.0% | -47.9% | +84.2% |
| All | +64.2% | +374.2% | -310.0% | -3.7% |
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 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