+302.2%
ARMK vs VOO
+436.9%
-134.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | 0.0% | +0.1% | 0.0% | -0.1% |
| 3M | +6.7% | +2.0% | +4.6% | +4.1% |
| 6M | +38.8% | +13.0% | +25.8% | +21.8% |
| YTD | +55.2% | +13.6% | +41.6% | +35.5% |
| 1Y | +46.6% | +20.1% | +26.5% | +20.5% |
| 3Y | +112.9% | +77.6% | +35.3% | +14.8% |
| 5Y | +144.0% | +82.4% | +61.5% | +27.8% |
| 10Y | +132.4% | +316.8% | -184.4% | -41.0% |
| All | +302.2% | +436.9% | -134.7% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling