+55.1%
ARM vs VG
-39.3%
+94.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +3.9% |
| 7D | +5.5% | +1.7% | +3.8% | +5.3% |
| 30D | -8.2% | +16.0% | -24.2% | -9.4% |
| 3M | -35.9% | +9.7% | -45.7% | -36.7% |
| 6M | +103.1% | +29.6% | +73.6% | +88.0% |
| YTD | +130.6% | +112.0% | +18.6% | +88.3% |
| 1Y | +86.1% | +12.8% | +73.3% | +74.7% |
| All | +55.1% | -39.3% | +94.4% | +56.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling