+371.5%
ARM vs VLTO
+27.2%
+344.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.5% | +4.8% |
| 7D | +5.5% | -2.3% | +7.7% | +6.8% |
| 30D | -8.2% | -0.9% | -7.3% | -7.8% |
| 3M | -35.9% | +13.8% | -49.7% | -42.3% |
| 6M | +103.1% | +2.0% | +101.1% | +97.9% |
| YTD | +130.6% | -3.2% | +133.8% | +132.8% |
| 1Y | +86.1% | -9.2% | +95.2% | +97.2% |
| All | +371.5% | +27.2% | +344.4% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling