-5.8%
ARTNA price history and return analytics
+53.4%
-59.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.0% | +3.2% |
| 7D | +2.5% | -2.3% | +4.8% | +3.1% |
| 30D | +2.5% | -5.0% | +7.5% | +3.9% |
| 3M | +0.9% | -4.9% | +5.8% | +2.2% |
| 6M | +9.9% | -1.5% | +11.4% | +10.1% |
| YTD | +11.9% | +8.5% | +3.5% | +8.7% |
| 1Y | +10.3% | +11.4% | -1.1% | +6.2% |
| 3Y | -9.5% | +70.1% | -79.5% | -26.0% |
| All | -5.8% | +53.4% | -59.2% | -22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling