+108.1%
ARMK vs VIG
+63.4%
+44.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +1.4% |
| 7D | +0.9% | +0.4% | +0.5% | +0.3% |
| 30D | -0.4% | +4.3% | -4.6% | -5.2% |
| 3M | -2.0% | +2.0% | -4.0% | -4.4% |
| 6M | +22.0% | +10.2% | +11.8% | +8.5% |
| YTD | +49.6% | +14.8% | +34.8% | +27.0% |
| 1Y | +46.4% | +17.5% | +28.9% | +20.8% |
| 3Y | +103.2% | +67.4% | +35.8% | +9.7% |
| 5Y | +108.1% | +63.4% | +44.8% | +14.2% |
| All | +108.1% | +63.4% | +44.7% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling