+311.3%
ARM vs VTI
+76.3%
+235.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +5.3% |
| 7D | +11.4% | +0.6% | +10.7% | +9.3% |
| 30D | -7.4% | -1.1% | -6.4% | -4.6% |
| 3M | -24.5% | +3.9% | -28.4% | -30.3% |
| 6M | +128.7% | +14.6% | +114.0% | +69.8% |
| YTD | +139.3% | +13.3% | +126.0% | +83.2% |
| 1Y | +88.0% | +19.2% | +68.8% | +27.4% |
| All | +311.3% | +76.3% | +235.0% | +12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling