+132.6%
ARMK vs VO
+197.4%
-64.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -0.7% | -0.2% | -0.5% | -0.5% |
| 30D | -1.3% | +0.5% | -1.8% | -1.8% |
| 3M | -2.5% | -1.1% | -1.4% | -1.2% |
| 6M | +20.8% | +6.4% | +14.4% | +12.2% |
| YTD | +48.2% | +13.5% | +34.6% | +27.8% |
| 1Y | +45.7% | +13.6% | +32.2% | +25.6% |
| 3Y | +96.6% | +65.2% | +31.4% | +8.7% |
| 5Y | +106.6% | +37.7% | +68.8% | +41.8% |
| 10Y | +132.6% | +198.4% | -65.8% | -21.6% |
| All | +132.6% | +197.4% | -64.8% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling