+18.0%
ARQT price history and return analytics
+65.7%
-47.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +0.9% |
| 7D | -0.1% | -1.1% | +1.0% | +1.5% |
| 30D | -9.1% | -1.0% | -8.1% | -7.9% |
| 3M | -2.9% | +3.2% | -6.0% | -7.7% |
| 6M | -0.3% | +12.5% | -12.8% | -15.7% |
| YTD | -17.8% | +14.1% | -31.8% | -32.1% |
| 1Y | +35.0% | +18.9% | +16.1% | +5.0% |
| 3Y | +206.6% | +74.1% | +132.5% | +44.5% |
| All | +18.0% | +65.7% | -47.7% | -32.7% |
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