+95.5%
ARMK vs VYM
+74.7%
+20.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +2.7% | +3.7% | -1.0% | -1.1% |
| 30D | -1.5% | +3.7% | -5.2% | -5.2% |
| 3M | -11.6% | -0.7% | -10.8% | -10.9% |
| 6M | +6.7% | +7.2% | -0.5% | -1.1% |
| YTD | +47.4% | +16.9% | +30.5% | +24.6% |
| 1Y | +41.5% | +19.6% | +21.9% | +16.6% |
| 3Y | +95.5% | +74.6% | +21.0% | +42.1% |
| All | +95.5% | +74.7% | +20.8% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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