+50.5%
ARP price history and return analytics
+88.3%
-37.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -3.0% | -2.3% | -0.6% | -1.8% |
| 30D | -4.6% | -5.0% | +0.4% | -2.0% |
| 3M | -1.4% | -4.9% | +3.5% | +1.2% |
| 6M | -1.7% | -1.5% | -0.2% | -1.0% |
| YTD | +8.4% | +8.5% | 0.0% | +4.2% |
| 1Y | +12.1% | +11.4% | +0.7% | +6.5% |
| 3Y | +50.0% | +70.1% | -20.1% | +20.0% |
| All | +50.5% | +88.3% | -37.8% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling