+315.5%
ARM vs VTRS
+89.6%
+225.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +12.5% | -3.5% | +16.0% | +13.4% |
| 30D | -1.4% | +2.1% | -3.5% | -1.9% |
| 3M | -18.7% | +2.6% | -21.3% | -19.7% |
| 6M | +124.6% | +17.8% | +106.9% | +110.7% |
| YTD | +141.7% | +35.7% | +106.1% | +117.0% |
| 1Y | +87.7% | +63.5% | +24.2% | +58.4% |
| All | +315.5% | +89.6% | +225.9% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling