+78.6%
ARMG vs VT
+21.4%
+57.2%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +10.5% |
| 7D | +23.4% | +1.0% | +22.4% | +15.5% |
| 30D | -17.5% | -0.2% | -17.3% | -15.4% |
| 3M | -54.6% | +4.5% | -59.1% | -60.9% |
| 6M | +214.2% | +14.1% | +200.1% | +106.8% |
| YTD | +223.5% | +14.8% | +208.7% | +105.2% |
| 1Y | +78.6% | +21.2% | +57.4% | -11.2% |
| All | +78.6% | +21.4% | +57.2% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling