-100.0%
ARTL price history and return analytics
+139.1%
-239.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +6.0% |
| 7D | -4.6% | +0.4% | -5.0% | -4.8% |
| 30D | -36.5% | -2.6% | -33.9% | -34.9% |
| 3M | -68.1% | -3.2% | -64.9% | -67.2% |
| 6M | -90.9% | +0.9% | -91.9% | -91.0% |
| YTD | -93.7% | +11.3% | -105.0% | -94.3% |
| 1Y | -96.5% | +14.0% | -110.5% | -96.9% |
| 3Y | -99.0% | +75.8% | -174.9% | -99.5% |
| 5Y | -99.9% | +57.8% | -157.7% | -99.9% |
| All | -100.0% | +139.1% | -239.1% | -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