+148.5%
VLO vs ARMK
+50.1%
+98.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.9% | +3.3% |
| 7D | +5.8% | +1.7% | +4.1% | +5.8% |
| 30D | +28.3% | +3.1% | +25.2% | +28.4% |
| 3M | +48.7% | +9.2% | +39.5% | +49.3% |
| 6M | +71.9% | +43.7% | +28.2% | +71.8% |
| YTD | +138.7% | +57.4% | +81.3% | +131.2% |
| 1Y | +148.5% | +51.9% | +96.6% | +146.3% |
| All | +148.5% | +50.1% | +98.4% | +146.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling