+115.8%
ARMH vs VOO
+38.6%
+77.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +5.1% |
| 7D | +11.3% | +0.5% | +10.8% | +9.7% |
| 30D | -7.7% | -0.9% | -6.8% | -5.5% |
| 3M | -24.9% | +3.9% | -28.8% | -30.4% |
| 6M | +125.6% | +14.5% | +111.0% | +73.1% |
| YTD | +137.3% | +13.0% | +124.4% | +87.8% |
| 1Y | +89.7% | +19.4% | +70.2% | +33.9% |
| All | +115.8% | +38.6% | +77.2% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling