+19.3%
ARM vs VTI
+14.8%
+4.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.8% | -10.6% |
| 7D | -18.7% | -0.6% | -18.1% | -16.9% |
| 30D | -36.7% | -1.0% | -35.7% | -34.0% |
| 3M | -31.6% | -0.8% | -30.9% | -28.5% |
| 6M | -5.6% | +7.1% | -12.7% | -17.2% |
| YTD | +75.5% | +13.4% | +62.1% | +34.1% |
| 1Y | +19.3% | +14.9% | +4.4% | -10.5% |
| All | +19.3% | +14.8% | +4.6% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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