+199.6%
ARM vs VOO
+75.2%
+124.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -3.5% |
| 7D | +9.1% | +2.6% | +6.5% | +2.0% |
| 30D | -19.9% | -2.0% | -18.0% | -13.7% |
| 3M | -31.6% | -2.8% | -28.9% | -23.7% |
| 6M | -13.9% | +2.2% | -16.0% | -13.1% |
| YTD | +74.3% | +11.5% | +62.8% | +42.2% |
| 1Y | +35.8% | +13.5% | +22.3% | +5.6% |
| 3Y | +268.6% | +78.1% | +190.5% | -3.8% |
| All | +199.6% | +75.2% | +124.4% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling