+15.2%
ARMG vs VT
+42.0%
-26.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +8.0% | +8.1% |
| 7D | +10.4% | +0.4% | +10.0% | +7.9% |
| 30D | -18.5% | +1.0% | -19.4% | -22.2% |
| 3M | -68.0% | +2.4% | -70.3% | -67.3% |
| 6M | +148.1% | +12.0% | +136.0% | +81.0% |
| YTD | +201.6% | +15.3% | +186.2% | +91.3% |
| 1Y | +75.2% | +22.6% | +52.6% | -15.3% |
| All | +15.2% | +42.0% | -26.8% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling