+141.4%
ARL price history and return analytics
+357.8%
-216.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +6.6% | +2.9% | +3.7% | +5.2% |
| 30D | +31.0% | -2.5% | +33.5% | +32.4% |
| 3M | +52.7% | -3.3% | +56.0% | +55.1% |
| 6M | +75.2% | +1.5% | +73.6% | +74.2% |
| YTD | +42.8% | +11.4% | +31.4% | +36.4% |
| 1Y | +43.4% | +11.9% | +31.5% | +36.7% |
| 3Y | +81.3% | +73.9% | +7.4% | +45.0% |
| 5Y | +97.2% | +57.9% | +39.3% | +62.6% |
| 10Y | +202.1% | +222.6% | -20.5% | +103.0% |
| All | +141.4% | +357.8% | -216.5% | +43.9% |
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