+46.7%
ARMW vs VT
+18.3%
+28.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.4% |
| 7D | +5.3% | +0.4% | +4.9% | +3.6% |
| 30D | -10.9% | +1.0% | -11.9% | -14.0% |
| 3M | -43.5% | +2.4% | -45.9% | -45.9% |
| 6M | +114.2% | +12.0% | +102.2% | +62.2% |
| YTD | +146.5% | +15.3% | +131.2% | +73.1% |
| All | +46.7% | +18.3% | +28.4% | -0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling