+45.7%
ARMK vs VIG
+17.3%
+28.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.2% |
| 7D | -0.7% | +1.0% | -1.7% | -1.6% |
| 30D | -1.3% | +4.5% | -5.8% | -5.4% |
| 3M | -2.5% | +2.1% | -4.5% | -4.4% |
| 6M | +20.8% | +10.5% | +10.3% | +8.5% |
| YTD | +48.2% | +15.1% | +33.1% | +28.2% |
| 1Y | +45.7% | +16.9% | +28.8% | +24.2% |
| All | +45.7% | +17.3% | +28.4% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling