+35.8%
ARM vs VWO
+4.0%
+31.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.5% | -4.4% |
| 7D | +9.1% | +2.0% | +7.1% | +4.1% |
| 30D | -19.9% | -4.3% | -15.7% | -8.9% |
| 3M | -31.6% | -6.4% | -25.2% | -16.6% |
| 6M | -13.9% | -5.6% | -8.2% | +6.1% |
| YTD | +74.3% | +5.2% | +69.1% | +75.3% |
| 1Y | +35.8% | +5.2% | +30.6% | +36.7% |
| All | +35.8% | +4.0% | +31.8% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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