+35.8%
ARM vs VCIT
-1.2%
+37.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | 0.0% | +12.0% | +12.0% |
| 7D | +6.0% | -0.5% | +6.5% | +8.3% |
| 30D | -20.3% | +1.0% | -21.3% | -25.7% |
| 3M | -24.4% | -1.4% | -23.0% | -17.9% |
| 6M | -4.4% | -2.1% | -2.3% | +8.8% |
| YTD | +86.0% | -1.8% | +87.8% | +107.2% |
| 1Y | +35.8% | -1.4% | +37.2% | +50.8% |
| All | +35.8% | -1.2% | +37.0% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling