-28.4%
ARTW price history and return analytics
+57.0%
-85.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +1.7% | +2.4% | -0.6% | +0.8% |
| 30D | -16.1% | -1.5% | -14.6% | -15.5% |
| 3M | -2.9% | -4.1% | +1.2% | -1.2% |
| 6M | +7.7% | +0.6% | +7.1% | +7.6% |
| YTD | +18.2% | +11.0% | +7.2% | +14.3% |
| 1Y | +25.7% | +13.3% | +12.3% | +20.8% |
| 3Y | +38.2% | +73.4% | -35.2% | +18.7% |
| All | -28.4% | +57.0% | -85.4% | -34.5% |
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