+9.6%
ARQT price history and return analytics
+125.5%
-115.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.1% |
| 7D | -0.1% | -1.1% | +1.0% | +1.3% |
| 30D | -9.1% | -1.0% | -8.1% | -8.1% |
| 3M | -2.9% | +3.2% | -6.0% | -6.9% |
| 6M | -0.3% | +12.5% | -12.8% | -13.2% |
| YTD | -17.8% | +14.1% | -31.8% | -29.7% |
| 1Y | +35.0% | +18.9% | +16.1% | +9.8% |
| 3Y | +206.6% | +74.1% | +132.5% | +66.0% |
| 5Y | +12.9% | +66.9% | -53.9% | -34.9% |
| All | +9.6% | +125.5% | -115.9% | -49.9% |
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 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