+108.1%
ARMK vs VICR
+1.5%
+106.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.4% |
| 7D | +7.1% | +21.9% | -14.8% | +5.2% |
| 30D | -1.6% | -38.4% | +36.7% | +2.0% |
| 3M | -10.5% | -27.2% | +16.6% | -9.1% |
| 6M | +11.8% | -43.7% | +55.5% | +14.6% |
| YTD | +47.3% | +50.3% | -3.0% | +35.0% |
| 1Y | +41.5% | +74.6% | -33.1% | +27.7% |
| 3Y | +95.3% | +351.2% | -255.9% | +51.9% |
| 5Y | +108.1% | +2.5% | +105.7% | +59.4% |
| All | +108.1% | +1.5% | +106.7% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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