-100.0%
ARTL price history and return analytics
+137.9%
-237.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.9% |
| 7D | -10.8% | -0.1% | -10.6% | -10.6% |
| 30D | -34.3% | -3.1% | -31.2% | -32.4% |
| 3M | -66.2% | -3.5% | -62.7% | -65.2% |
| 6M | -90.6% | +0.5% | -91.1% | -90.6% |
| YTD | -93.5% | +10.8% | -104.3% | -94.1% |
| 1Y | -96.2% | +11.9% | -108.1% | -96.6% |
| 3Y | -99.0% | +73.0% | -171.9% | -99.4% |
| 5Y | -99.9% | +58.6% | -158.5% | -99.9% |
| All | -100.0% | +137.9% | -237.9% | -100.0% |
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