+557.4%
VRTX vs ARMK
+123.7%
+433.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.6% | +0.2% |
| 7D | -2.1% | -2.6% | +0.5% | -1.8% |
| 30D | +8.2% | -5.2% | +13.4% | +8.9% |
| 3M | +13.0% | -6.5% | +19.5% | +13.8% |
| 6M | +27.9% | +15.3% | +12.7% | +24.7% |
| YTD | +20.7% | +43.6% | -22.9% | +13.7% |
| 1Y | +31.4% | +42.1% | -10.6% | +24.0% |
| 3Y | +41.8% | +94.0% | -52.2% | +27.5% |
| 5Y | +183.7% | +96.3% | +87.4% | +151.7% |
| All | +557.4% | +123.7% | +433.7% | +527.2% |
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