-91.1%
ARVN price history and return analytics
+65.7%
-156.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -4.4% |
| 7D | -10.0% | -1.1% | -8.9% | -8.5% |
| 30D | -4.7% | -1.0% | -3.8% | -3.3% |
| 3M | +19.2% | +3.2% | +16.0% | +13.3% |
| 6M | -37.3% | +12.5% | -49.8% | -48.2% |
| YTD | -28.8% | +14.1% | -42.8% | -42.4% |
| 1Y | +8.2% | +18.9% | -10.7% | -18.2% |
| 3Y | -69.7% | +74.1% | -143.8% | -87.6% |
| All | -91.1% | +65.7% | -156.7% | -96.2% |
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