+199.6%
ARM vs VTV
+71.7%
+127.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -5.1% |
| 7D | +9.1% | +2.9% | +6.2% | +2.5% |
| 30D | -19.9% | +3.8% | -23.7% | -26.2% |
| 3M | -31.6% | +1.6% | -33.2% | -33.7% |
| 6M | -13.9% | +11.2% | -25.1% | -31.4% |
| YTD | +74.3% | +22.0% | +52.3% | +14.7% |
| 1Y | +35.8% | +24.9% | +10.9% | -15.5% |
| 3Y | +268.6% | +78.5% | +190.1% | -0.2% |
| All | +199.6% | +71.7% | +127.9% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling