+31.2%
VCIT vs ARMK
+131.4%
-100.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -1.4% | +2.7% | -4.1% | -1.5% |
| 30D | +0.6% | -1.5% | +2.0% | +0.6% |
| 3M | -2.2% | -11.6% | +9.3% | -2.0% |
| 6M | -2.3% | +6.7% | -9.1% | -2.5% |
| YTD | -2.2% | +47.4% | -49.6% | -3.1% |
| 1Y | -1.4% | +41.5% | -42.8% | -2.2% |
| 3Y | +18.7% | +95.5% | -76.8% | +16.9% |
| 5Y | +3.6% | +108.4% | -104.8% | +1.7% |
| All | +31.2% | +131.4% | -100.2% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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