+228.9%
ARM vs VIG
+62.5%
+166.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +5.7% |
| 7D | -15.2% | -1.8% | -13.4% | -11.0% |
| 30D | -40.7% | +2.7% | -43.4% | -44.9% |
| 3M | -39.1% | 0.0% | -39.1% | -39.1% |
| 6M | -26.4% | +6.8% | -33.2% | -37.2% |
| YTD | +59.7% | +12.1% | +47.7% | +21.6% |
| 1Y | +10.3% | +14.8% | -4.5% | -21.4% |
| 3Y | +228.9% | +62.4% | +166.4% | -1.3% |
| All | +228.9% | +62.5% | +166.3% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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