+0.8%
VTEB vs ARMK
+147.8%
-147.0%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.7% |
| 7D | -1.2% | -0.9% | -0.3% | -1.2% |
| 30D | -2.9% | -5.9% | +3.1% | -2.7% |
| 3M | -3.2% | +6.7% | -9.9% | -3.3% |
| 6M | -2.6% | +42.5% | -45.2% | -3.4% |
| YTD | -1.8% | +55.1% | -57.0% | -2.8% |
| 1Y | +0.2% | +50.3% | -50.1% | -0.7% |
| 3Y | +8.2% | +122.2% | -114.0% | +5.9% |
| 5Y | +0.8% | +155.2% | -154.3% | -1.6% |
| All | +0.8% | +147.8% | -147.0% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling