+86.1%
ARM vs VTV
+27.0%
+59.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.2% | +4.5% |
| 7D | +5.5% | +0.5% | +4.9% | +4.1% |
| 30D | -8.2% | +1.1% | -9.3% | -10.9% |
| 3M | -35.9% | +5.9% | -41.8% | -44.4% |
| 6M | +103.1% | +11.6% | +91.5% | +55.9% |
| YTD | +130.6% | +19.8% | +110.8% | +59.1% |
| 1Y | +86.1% | +26.2% | +59.8% | +17.6% |
| All | +86.1% | +27.0% | +59.1% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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