+56.7%
ARMH vs VT
+35.6%
+21.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | -0.8% |
| 7D | -5.6% | +0.4% | -6.0% | -6.1% |
| 30D | -30.0% | -2.6% | -27.4% | -23.9% |
| 3M | -33.0% | -3.2% | -29.7% | -25.1% |
| 6M | -10.2% | +0.9% | -11.2% | -6.7% |
| YTD | +72.4% | +11.3% | +61.1% | +45.6% |
| 1Y | +22.2% | +14.0% | +8.2% | -2.3% |
| All | +56.7% | +35.6% | +21.1% | -12.3% |
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