+443.5%
VRTX vs ARMK
+136.6%
+306.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.4% | -4.6% | -3.4% |
| 7D | -3.4% | +1.7% | -5.1% | -3.7% |
| 30D | +6.6% | +3.1% | +3.5% | +6.0% |
| 3M | +19.4% | +9.2% | +10.2% | +17.7% |
| 6M | +15.8% | +43.7% | -27.9% | +9.5% |
| YTD | +16.7% | +57.4% | -40.7% | +8.6% |
| 1Y | +33.8% | +51.9% | -18.0% | +25.2% |
| 3Y | +54.2% | +125.4% | -71.2% | +35.7% |
| 5Y | +176.4% | +149.1% | +27.3% | +137.6% |
| 10Y | +443.5% | +135.4% | +308.1% | +419.9% |
| All | +443.5% | +136.6% | +306.9% | +419.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling