+315.5%
ARM vs VTV
+66.7%
+248.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.4% | +1.8% |
| 7D | +12.5% | -0.7% | +13.2% | +14.1% |
| 30D | -1.4% | -0.5% | -0.9% | -0.4% |
| 3M | -18.7% | +5.3% | -24.0% | -27.6% |
| 6M | +124.6% | +12.9% | +111.8% | +73.9% |
| YTD | +141.7% | +18.5% | +123.3% | +68.9% |
| 1Y | +87.7% | +25.3% | +62.4% | +15.8% |
| All | +315.5% | +66.7% | +248.8% | +40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling