+79.4%
VOO vs ARM
+289.6%
-210.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +12.1% | -10.8% | 0.0% |
| 7D | -0.9% | +6.0% | -6.9% | -1.7% |
| 30D | -2.3% | -20.3% | +18.0% | -0.4% |
| 3M | -1.2% | -24.4% | +23.2% | +0.9% |
| 6M | +3.3% | -4.4% | +7.7% | +1.3% |
| YTD | +12.3% | +86.0% | -73.7% | +1.1% |
| 1Y | +12.5% | +35.8% | -23.3% | +4.8% |
| All | +79.4% | +289.6% | -210.2% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 ARM 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