-66.1%
ARQ price history and return analytics
+229.8%
-295.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.4% |
| 7D | -4.3% | -1.1% | -3.2% | -3.2% |
| 30D | -4.3% | -1.0% | -3.4% | -3.2% |
| 3M | -17.3% | +3.2% | -20.4% | -19.9% |
| 6M | +23.6% | +12.5% | +11.1% | +7.1% |
| YTD | -32.7% | +14.1% | -46.8% | -42.4% |
| 1Y | -68.8% | +18.9% | -87.7% | -74.4% |
| 3Y | +29.4% | +74.1% | -44.7% | -28.8% |
| 5Y | -65.8% | +66.9% | -132.7% | -80.4% |
| All | -66.1% | +229.8% | -295.8% | -90.4% |
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