+35.8%
ARM vs VSH
+92.4%
-56.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.2% | -0.4% | -1.8% |
| 7D | +9.1% | +14.3% | -5.2% | -0.3% |
| 30D | -19.9% | -7.9% | -12.1% | -15.8% |
| 3M | -31.6% | -19.9% | -11.8% | -21.4% |
| 6M | -13.9% | -30.5% | +16.7% | +11.1% |
| YTD | +74.3% | +85.7% | -11.4% | +50.5% |
| 1Y | +35.8% | +98.9% | -63.1% | +15.3% |
| All | +35.8% | +92.4% | -56.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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