+52.1%
VCIT vs ARMK
+350.8%
-298.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | 0.0% |
| 7D | -0.3% | -2.4% | +2.1% | -0.3% |
| 30D | -0.8% | 0.0% | -0.8% | -0.8% |
| 3M | -1.0% | +6.7% | -7.7% | -1.1% |
| 6M | -1.8% | +38.8% | -40.7% | -2.5% |
| YTD | -0.7% | +55.2% | -55.9% | -1.5% |
| 1Y | +1.0% | +46.6% | -45.6% | +0.2% |
| 3Y | +18.8% | +112.9% | -94.0% | +17.1% |
| 5Y | +3.5% | +144.0% | -140.5% | +1.7% |
| 10Y | +29.2% | +132.4% | -103.2% | +27.5% |
| All | +52.1% | +350.8% | -298.7% | +51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling