+10.3%
ARM vs VSH
+58.3%
-47.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.7% | -1.0% | +0.9% |
| 7D | -15.2% | -12.9% | -2.3% | -7.0% |
| 30D | -40.7% | -36.9% | -3.8% | -19.8% |
| 3M | -39.1% | -28.8% | -10.3% | -24.4% |
| 6M | -26.4% | -30.3% | +3.9% | -3.3% |
| YTD | +59.7% | +62.4% | -2.6% | +43.9% |
| 1Y | +10.3% | +62.5% | -52.2% | -0.4% |
| All | +10.3% | +58.3% | -47.9% | -0.4% |
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