+35.8%
ARM vs VO
+14.1%
+21.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.7% |
| 7D | +9.1% | +3.1% | +6.0% | +0.1% |
| 30D | -19.9% | +2.2% | -22.1% | -23.9% |
| 3M | -31.6% | -2.5% | -29.1% | -25.0% |
| 6M | -13.9% | +7.0% | -20.8% | -24.3% |
| YTD | +74.3% | +14.0% | +60.3% | +38.2% |
| 1Y | +35.8% | +15.6% | +20.1% | +7.2% |
| All | +35.8% | +14.1% | +21.7% | +7.2% |
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