+191.1%
ARTY price history and return analytics
+153.5%
+37.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.3% | +2.5% |
| 7D | -2.1% | +0.4% | -2.4% | -2.2% |
| 30D | -18.3% | -2.6% | -15.7% | -14.9% |
| 3M | -11.2% | -3.2% | -8.0% | -6.4% |
| 6M | -5.4% | +0.9% | -6.4% | -4.3% |
| YTD | +34.2% | +11.3% | +22.9% | +21.1% |
| 1Y | +34.2% | +14.0% | +20.2% | +17.7% |
| 3Y | +115.0% | +75.8% | +39.2% | +14.2% |
| 5Y | +43.4% | +57.8% | -14.4% | -12.2% |
| All | +191.1% | +153.5% | +37.6% | +12.1% |
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