+258.3%
AROC price history and return analytics
+224.7%
+33.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.6% | -5.9% |
| 7D | -6.9% | -0.7% | -6.2% | -5.8% |
| 30D | -11.5% | -1.7% | -9.7% | -9.4% |
| 3M | -18.6% | -2.3% | -16.3% | -16.2% |
| 6M | -25.9% | +1.5% | -27.4% | -28.2% |
| YTD | +5.2% | +12.0% | -6.8% | -11.4% |
| 1Y | +11.2% | +12.9% | -1.7% | -7.4% |
| 3Y | +113.1% | +74.9% | +38.1% | -1.9% |
| 5Y | +297.6% | +59.9% | +237.7% | +105.3% |
| All | +258.3% | +224.7% | +33.6% | -47.0% |
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 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