+264.2%
AROC price history and return analytics
+222.7%
+41.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.5% |
| 7D | +1.8% | +2.9% | -1.0% | -1.9% |
| 30D | -11.0% | -2.5% | -8.5% | -8.0% |
| 3M | -18.0% | -3.3% | -14.6% | -14.4% |
| 6M | -26.2% | +1.5% | -27.7% | -28.5% |
| YTD | +7.0% | +11.4% | -4.4% | -9.2% |
| 1Y | +15.8% | +11.9% | +3.9% | -2.4% |
| 3Y | +116.6% | +73.9% | +42.7% | +0.5% |
| 5Y | +310.6% | +57.9% | +252.7% | +116.0% |
| All | +264.2% | +222.7% | +41.5% | -45.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling