+39.4%
ARTNA price history and return analytics
+221.8%
-182.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -4.9% | +2.4% | -7.3% | -5.9% |
| 30D | -2.6% | -1.5% | -1.1% | -2.1% |
| 3M | -7.6% | -4.1% | -3.5% | -6.0% |
| 6M | +3.0% | +0.6% | +2.4% | +2.3% |
| YTD | +6.4% | +11.0% | -4.6% | +0.8% |
| 1Y | +4.8% | +13.3% | -8.6% | -1.7% |
| 3Y | -10.7% | +73.4% | -84.1% | -32.8% |
| 5Y | -12.1% | +57.4% | -69.5% | -31.3% |
| All | +39.4% | +221.8% | -182.3% | -34.1% |
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