-99.1%
ARTL price history and return analytics
+69.4%
-168.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.8% | -5.8% |
| 7D | -8.4% | -4.2% | -4.3% | -7.4% |
| 30D | -38.9% | -5.8% | -33.1% | -38.0% |
| 3M | -68.7% | -5.2% | -63.5% | -68.4% |
| 6M | -92.4% | +0.1% | -92.5% | -92.4% |
| YTD | -93.6% | +8.2% | -101.8% | -93.4% |
| 1Y | -96.0% | +10.1% | -106.1% | -95.9% |
| All | -99.1% | +69.4% | -168.4% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling