+438.2%
VOO vs ARMK
+350.8%
+87.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | +0.1% | -2.4% | +2.5% | +0.7% |
| 30D | +0.1% | 0.0% | 0.0% | -0.1% |
| 3M | +2.0% | +6.7% | -4.6% | +0.1% |
| 6M | +13.0% | +38.8% | -25.8% | +3.2% |
| YTD | +13.6% | +55.2% | -41.6% | +0.6% |
| 1Y | +20.1% | +46.6% | -26.5% | +7.7% |
| 3Y | +77.6% | +112.9% | -35.3% | +42.6% |
| 5Y | +82.4% | +144.0% | -61.5% | +39.9% |
| 10Y | +316.8% | +132.4% | +184.4% | +219.6% |
| All | +438.2% | +350.8% | +87.4% | +267.3% |
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 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