+154.0%
ARMK vs VICR
+54.1%
+99.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.1% | +1.2% |
| 7D | +1.7% | +9.8% | -8.2% | +0.8% |
| 30D | +3.1% | -12.6% | +15.7% | +4.1% |
| 3M | +9.2% | -29.7% | +38.9% | +11.4% |
| 6M | +43.7% | +18.8% | +24.8% | +37.3% |
| YTD | +57.4% | +76.4% | -19.0% | +43.6% |
| 1Y | +51.9% | +282.4% | -230.5% | +26.8% |
| 3Y | +125.4% | +206.2% | -80.8% | +85.1% |
| All | +154.0% | +54.1% | +99.8% | +101.4% |
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