+144.5%
ARMK vs VO
+42.6%
+101.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.7% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | 0.0% | -0.3% | +0.4% | +0.4% |
| 3M | +6.7% | +2.9% | +3.7% | +3.5% |
| 6M | +38.8% | +9.3% | +29.5% | +26.9% |
| YTD | +55.2% | +14.2% | +41.0% | +35.9% |
| 1Y | +46.6% | +15.3% | +31.4% | +27.1% |
| 3Y | +112.9% | +56.2% | +56.6% | +36.4% |
| All | +144.5% | +42.6% | +101.8% | +69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling