+20.3%
ARM vs VUG
+3.5%
+16.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.8% | +3.9% | -0.4% |
| 7D | -5.3% | +0.5% | -5.8% | -6.2% |
| 30D | -30.0% | -8.2% | -21.9% | -11.3% |
| 3M | -34.1% | -5.4% | -28.6% | -21.5% |
| 6M | -12.6% | -2.5% | -10.1% | +0.6% |
| YTD | +70.4% | +4.2% | +66.2% | +66.6% |
| All | +20.3% | +3.5% | +16.8% | +20.4% |
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