+108.5%
VGT vs ARMK
+96.1%
+12.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +3.2% |
| 7D | -1.6% | +2.8% | -4.4% | -2.4% |
| 30D | -10.1% | -1.8% | -8.3% | -9.6% |
| 3M | -5.3% | -10.9% | +5.6% | -2.0% |
| 6M | +0.2% | +21.2% | -21.0% | -6.6% |
| YTD | +21.1% | +47.0% | -25.9% | +5.1% |
| 1Y | +18.2% | +42.9% | -24.7% | +3.5% |
| All | +108.5% | +96.1% | +12.4% | +69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling