-53.8%
ARMG vs VT
+33.5%
-87.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.2% | +9.3% | +8.2% |
| 7D | -30.5% | -2.3% | -28.2% | -18.5% |
| 30D | -68.0% | -5.0% | -63.1% | -54.0% |
| 3M | -70.0% | -4.9% | -65.1% | -54.7% |
| 6M | -68.6% | -1.5% | -67.0% | -52.3% |
| YTD | +21.1% | +8.5% | +12.6% | +22.4% |
| 1Y | -44.5% | +11.4% | -55.9% | -50.9% |
| All | -53.8% | +33.5% | -87.3% | -78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling