+54.5%
ARMW vs VT
+17.7%
+36.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +7.3% |
| 7D | +14.0% | +1.0% | +13.0% | +9.5% |
| 30D | -9.3% | -0.2% | -9.1% | -8.2% |
| 3M | -30.9% | +4.5% | -35.5% | -38.8% |
| 6M | +149.9% | +14.1% | +135.9% | +82.1% |
| YTD | +159.7% | +14.8% | +144.9% | +85.7% |
| All | +54.5% | +17.7% | +36.8% | +6.7% |
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 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