+296.4%
ARM vs VCIT
+19.1%
+277.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +5.5% | -0.3% | +5.8% | +6.4% |
| 30D | -8.2% | -0.8% | -7.4% | -6.4% |
| 3M | -35.9% | -1.0% | -34.9% | -34.1% |
| 6M | +103.1% | -1.8% | +105.0% | +112.9% |
| YTD | +130.6% | -0.7% | +131.3% | +137.2% |
| 1Y | +86.1% | +1.0% | +85.1% | +86.4% |
| All | +296.4% | +19.1% | +277.4% | +184.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling