+493.1%
VRTX vs ARMK
+131.1%
+362.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.5% | +0.1% |
| 7D | -0.4% | +0.9% | -1.3% | -0.6% |
| 30D | +8.0% | -0.4% | +8.4% | +7.9% |
| 3M | +11.0% | -2.0% | +13.0% | +11.0% |
| 6M | +28.2% | +22.0% | +6.2% | +23.9% |
| YTD | +21.5% | +49.6% | -28.1% | +13.8% |
| 1Y | +34.5% | +46.4% | -11.8% | +26.4% |
| 3Y | +49.5% | +103.2% | -53.8% | +33.4% |
| 5Y | +188.3% | +108.1% | +80.2% | +153.6% |
| 10Y | +493.1% | +129.4% | +363.7% | +460.7% |
| All | +493.1% | +131.1% | +362.0% | +460.7% |
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