+34.7%
ARTY price history and return analytics
+53.4%
-18.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.6% | +3.5% |
| 7D | -10.8% | -2.3% | -8.5% | -7.1% |
| 30D | -24.3% | -5.0% | -19.4% | -17.2% |
| 3M | -14.8% | -4.9% | -9.9% | -6.7% |
| 6M | -10.0% | -1.5% | -8.5% | -5.2% |
| YTD | +26.7% | +8.5% | +18.2% | +16.2% |
| 1Y | +26.6% | +11.4% | +15.3% | +11.8% |
| 3Y | +102.1% | +70.1% | +32.1% | -1.4% |
| All | +34.7% | +53.4% | -18.7% | -21.6% |
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