-45.7%
ARVN price history and return analytics
+144.7%
-190.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.6% |
| 7D | -6.4% | -2.0% | -4.4% | -3.8% |
| 30D | -3.1% | -1.4% | -1.7% | -1.2% |
| 3M | +24.8% | +4.7% | +20.1% | +17.0% |
| 6M | -37.0% | +11.4% | -48.4% | -45.8% |
| YTD | -26.6% | +13.1% | -39.6% | -38.1% |
| 1Y | +11.2% | +19.0% | -7.8% | -12.6% |
| 3Y | -68.5% | +73.9% | -142.4% | -84.9% |
| 5Y | -91.0% | +65.4% | -156.4% | -95.3% |
| All | -45.7% | +144.7% | -190.4% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling