+4.1%
ARM vs VLTO
+17.3%
-13.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -0.4% | -12.7% | -13.3% |
| 7D | -27.1% | +12.0% | -39.1% | -23.1% |
| 30D | -44.9% | +20.8% | -65.7% | -40.5% |
| 3M | -39.3% | +20.1% | -59.4% | -34.5% |
| 6M | -20.2% | +32.6% | -52.8% | -12.4% |
| YTD | +52.5% | +17.3% | +35.2% | +64.4% |
| 1Y | +4.1% | +17.3% | -13.2% | +12.8% |
| All | +4.1% | +17.3% | -13.2% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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