+149.1%
ARMK vs VCLT
-15.1%
+164.2%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | +1.7% | +0.3% | +1.4% | +1.5% |
| 30D | +3.1% | -0.6% | +3.7% | +3.4% |
| 3M | +9.2% | -2.2% | +11.5% | +10.5% |
| 6M | +43.7% | -2.9% | +46.6% | +45.9% |
| YTD | +57.4% | -2.1% | +59.4% | +59.0% |
| 1Y | +51.9% | -2.6% | +54.4% | +53.8% |
| 3Y | +125.4% | +12.5% | +112.9% | +111.1% |
| 5Y | +149.1% | -15.3% | +164.4% | +147.3% |
| All | +149.1% | -15.1% | +164.2% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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