-57.0%
ARR price history and return analytics
+217.6%
-274.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | +2.1% | -0.1% | +2.3% | +2.1% |
| 30D | -7.2% | -3.1% | -4.1% | -4.3% |
| 3M | -21.4% | -3.5% | -17.9% | -18.6% |
| 6M | -23.1% | +0.5% | -23.6% | -23.9% |
| YTD | -19.1% | +10.8% | -29.9% | -28.1% |
| 1Y | -12.2% | +11.9% | -24.1% | -22.7% |
| 3Y | +26.2% | +73.0% | -46.7% | -31.7% |
| 5Y | -44.6% | +58.6% | -103.2% | -67.1% |
| 10Y | -57.0% | +219.2% | -276.1% | -86.2% |
| All | -57.0% | +217.6% | -274.6% | -86.2% |
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