-50.3%
ARMG vs VT
+36.4%
-86.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -2.4% |
| 7D | -22.7% | -0.1% | -22.5% | -19.8% |
| 30D | -57.6% | -3.1% | -54.6% | -45.2% |
| 3M | -63.1% | -3.5% | -59.6% | -48.4% |
| 6M | -57.6% | +0.5% | -58.0% | -42.9% |
| YTD | +30.1% | +10.8% | +19.3% | +17.2% |
| 1Y | -37.6% | +11.9% | -49.5% | -46.4% |
| All | -50.3% | +36.4% | -86.7% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling