+195.8%
AROC price history and return analytics
+76.6%
+119.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.6% | +2.6% |
| 7D | +5.3% | +1.0% | +4.3% | +4.1% |
| 30D | +0.8% | -0.2% | +1.1% | +1.1% |
| 3M | -3.8% | +4.5% | -8.3% | -9.1% |
| 6M | -4.4% | +14.1% | -18.4% | -19.5% |
| YTD | +30.7% | +14.8% | +16.0% | +8.7% |
| 1Y | +41.5% | +21.2% | +20.3% | +9.0% |
| 3Y | +195.8% | +76.6% | +119.2% | +44.9% |
| All | +195.8% | +76.6% | +119.2% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling