+94.0%
ARMK vs VO
+60.2%
+33.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.6% |
| 7D | -2.6% | -2.6% | -0.1% | -0.3% |
| 30D | -5.2% | -0.9% | -4.2% | -4.4% |
| 3M | -6.5% | -3.0% | -3.5% | -3.8% |
| 6M | +15.3% | +2.2% | +13.1% | +12.7% |
| YTD | +43.6% | +10.6% | +33.0% | +30.4% |
| 1Y | +42.1% | +12.5% | +29.5% | +26.8% |
| 3Y | +94.0% | +61.4% | +32.6% | +62.2% |
| All | +94.0% | +60.2% | +33.8% | +62.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling