-57.8%
ARR price history and return analytics
+221.8%
-279.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | -5.3% | +2.4% | -7.7% | -7.6% |
| 30D | -10.8% | -1.5% | -9.3% | -9.6% |
| 3M | -25.2% | -4.1% | -21.0% | -21.9% |
| 6M | -24.9% | +0.6% | -25.5% | -25.8% |
| YTD | -22.1% | +11.0% | -33.2% | -30.9% |
| 1Y | -14.3% | +13.3% | -27.7% | -25.7% |
| 3Y | +19.9% | +73.4% | -53.5% | -35.3% |
| 5Y | -46.5% | +57.4% | -103.9% | -67.9% |
| All | -57.8% | +221.8% | -279.6% | -86.3% |
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 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