+18.0%
ARM vs VG
-49.4%
+67.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -7.7% | +2.4% | -4.7% |
| 7D | -18.7% | -16.4% | -2.3% | -17.6% |
| 30D | -36.7% | -10.8% | -25.9% | -36.1% |
| 3M | -31.6% | -6.3% | -25.3% | -31.5% |
| 6M | -5.6% | -12.5% | +6.9% | -5.8% |
| YTD | +75.5% | +76.9% | -1.4% | +45.2% |
| 1Y | +19.3% | +51.8% | -32.5% | +1.8% |
| All | +18.0% | -49.4% | +67.4% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling