-7.9%
ARMW vs VT
+11.3%
-19.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +5.9% | +5.2% |
| 7D | -19.4% | -2.3% | -17.1% | -11.0% |
| 30D | -47.8% | -5.0% | -42.9% | -34.6% |
| 3M | -47.0% | -4.9% | -42.1% | -32.5% |
| 6M | -36.6% | -1.5% | -35.1% | -24.0% |
| YTD | +54.8% | +8.5% | +46.3% | +44.1% |
| 1Y | -1.9% | +11.4% | -13.3% | -13.5% |
| All | -7.9% | +11.3% | -19.2% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling