+139.0%
VRT vs ARMK
+50.1%
+88.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.0% |
| 7D | +13.6% | +1.7% | +11.9% | +12.7% |
| 30D | +6.8% | +3.1% | +3.6% | +5.5% |
| 3M | -3.2% | +9.2% | -12.4% | -6.8% |
| 6M | +20.3% | +43.7% | -23.3% | +2.4% |
| YTD | +79.6% | +57.4% | +22.2% | +54.6% |
| 1Y | +139.0% | +51.9% | +87.1% | +115.0% |
| All | +139.0% | +50.1% | +88.9% | +115.0% |
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