+205.9%
ARTY price history and return analytics
+155.1%
+50.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.7% | +4.3% |
| 7D | +3.5% | -0.7% | +4.2% | +5.0% |
| 30D | -12.3% | -1.7% | -10.5% | -9.5% |
| 3M | -7.2% | -2.3% | -4.9% | -3.3% |
| 6M | -1.9% | +1.5% | -3.5% | -1.5% |
| YTD | +41.1% | +12.0% | +29.0% | +26.2% |
| 1Y | +40.3% | +12.9% | +27.4% | +24.5% |
| 3Y | +122.3% | +74.9% | +47.3% | +18.7% |
| 5Y | +52.9% | +59.9% | -7.0% | -7.8% |
| All | +205.9% | +155.1% | +50.8% | +16.9% |
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