+86.1%
ARM vs VO
+15.8%
+70.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.5% |
| 7D | +5.5% | -0.3% | +5.7% | +6.2% |
| 30D | -8.2% | -0.3% | -7.9% | -7.1% |
| 3M | -35.9% | +2.9% | -38.9% | -39.6% |
| 6M | +103.1% | +9.3% | +93.8% | +68.4% |
| YTD | +130.6% | +14.2% | +116.4% | +77.7% |
| 1Y | +86.1% | +15.3% | +70.8% | +48.3% |
| All | +86.1% | +15.8% | +70.2% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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