+87.7%
ARM vs VYM
+19.4%
+68.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +2.4% |
| 7D | +12.5% | -1.0% | +13.5% | +15.5% |
| 30D | -1.4% | -2.0% | +0.7% | +4.4% |
| 3M | -18.7% | +3.1% | -21.7% | -25.0% |
| 6M | +124.6% | +8.9% | +115.7% | +83.2% |
| YTD | +141.7% | +14.7% | +127.0% | +78.2% |
| 1Y | +87.7% | +19.4% | +68.2% | +24.4% |
| All | +87.7% | +19.4% | +68.3% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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