-25.1%
ARX price history and return analytics
+23.3%
-48.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | +0.1% |
| 7D | -0.2% | -1.1% | +0.9% | -0.4% |
| 30D | +45.8% | -1.0% | +46.8% | +45.5% |
| 3M | +51.2% | +3.2% | +48.1% | +52.7% |
| 6M | +86.1% | +12.5% | +73.6% | +86.0% |
| YTD | +21.3% | +14.1% | +7.3% | +20.9% |
| 1Y | +6.1% | +18.9% | -12.8% | +2.5% |
| All | -25.1% | +23.3% | -48.5% | -29.6% |
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 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