+5.4%
ARTW price history and return analytics
+223.7%
-218.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +6.9% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | -16.7% | -2.6% | -14.1% | -15.6% |
| 3M | +34.1% | -3.2% | +37.3% | +36.1% |
| 6M | +16.1% | +0.9% | +15.2% | +15.8% |
| YTD | +25.5% | +11.3% | +14.2% | +20.4% |
| 1Y | +28.3% | +14.0% | +14.3% | +22.1% |
| 3Y | +46.0% | +75.8% | -29.8% | +16.9% |
| 5Y | -24.0% | +57.8% | -81.8% | -36.3% |
| 10Y | +5.4% | +219.8% | -214.4% | -45.9% |
| All | +5.4% | +223.7% | -218.3% | -45.9% |
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