+174.6%
ARM price history and return analytics
+65.4%
+109.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.5% | +4.0% |
| 7D | -15.2% | -2.3% | -12.9% | -8.8% |
| 30D | -40.7% | -5.0% | -35.7% | -30.1% |
| 3M | -39.1% | -4.9% | -34.2% | -27.5% |
| 6M | -26.4% | -1.5% | -24.9% | -17.0% |
| YTD | +59.7% | +8.5% | +51.3% | +40.4% |
| 1Y | +10.3% | +11.4% | -1.0% | -10.0% |
| 3Y | +228.9% | +70.1% | +158.8% | -5.9% |
| All | +174.6% | +65.4% | +109.2% | -13.9% |
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