-97.5%
ARMP vs VT
+224.5%
-322.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +8.8% | +0.4% | +8.3% | +8.6% |
| 30D | +24.3% | +1.0% | +23.3% | +23.9% |
| 3M | -24.1% | +2.4% | -26.4% | -25.0% |
| 6M | -49.7% | +12.0% | -61.7% | -52.4% |
| YTD | -7.0% | +15.3% | -22.3% | -13.3% |
| 1Y | +96.6% | +22.6% | +74.0% | +78.3% |
| 3Y | +81.9% | +74.7% | +7.3% | +41.3% |
| 5Y | +64.0% | +66.1% | -2.1% | +30.0% |
| All | -97.5% | +224.5% | -322.0% | -98.7% |
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