+281.3%
ARM vs VT
+73.6%
+207.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.8% |
| 7D | -10.6% | -1.6% | -9.0% | -5.7% |
| 30D | -34.1% | -2.5% | -31.7% | -28.2% |
| 3M | -15.3% | -1.3% | -14.0% | -9.2% |
| 6M | -4.1% | +3.1% | -7.2% | -4.9% |
| YTD | +85.2% | +10.9% | +74.3% | +51.6% |
| 1Y | +20.0% | +12.1% | +8.0% | -4.6% |
| All | +281.3% | +73.6% | +207.8% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling