+296.4%
ARM vs VTI
+77.2%
+219.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.8% |
| 7D | +5.5% | +0.1% | +5.4% | +5.2% |
| 30D | -8.2% | 0.0% | -8.2% | -8.2% |
| 3M | -35.9% | +2.0% | -37.9% | -37.5% |
| 6M | +103.1% | +13.0% | +90.2% | +56.6% |
| YTD | +130.6% | +13.9% | +116.7% | +74.0% |
| 1Y | +86.1% | +20.0% | +66.1% | +23.8% |
| All | +296.4% | +77.2% | +219.2% | +6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling