+19.3%
ARM vs VUG
+4.9%
+14.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.8% | -9.2% |
| 7D | -18.7% | -3.0% | -15.7% | -11.9% |
| 30D | -36.7% | -6.4% | -30.2% | -24.3% |
| 3M | -31.6% | -3.2% | -28.4% | -24.0% |
| 6M | -5.6% | +3.1% | -8.7% | -3.8% |
| YTD | +75.5% | +6.3% | +69.2% | +62.6% |
| 1Y | +19.3% | +5.2% | +14.2% | +12.2% |
| All | +19.3% | +4.9% | +14.4% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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