+82.5%
ARMP vs VT
+75.0%
+7.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +8.8% | +0.4% | +8.3% | +8.5% |
| 30D | +24.3% | +1.0% | +23.3% | +23.8% |
| 3M | -24.1% | +2.4% | -26.4% | -25.1% |
| 6M | -49.7% | +12.0% | -61.7% | -53.6% |
| YTD | -7.0% | +15.3% | -22.3% | -15.8% |
| 1Y | +96.6% | +22.6% | +74.0% | +71.0% |
| All | +82.5% | +75.0% | +7.5% | +12.6% |
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