+297.8%
VTI vs ARMK
+146.1%
+151.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.3% | 0.0% |
| 7D | -0.9% | +3.1% | -4.0% | -1.7% |
| 30D | -1.4% | -2.8% | +1.3% | -0.7% |
| 3M | +3.6% | +7.6% | -4.0% | +1.3% |
| 6M | +13.6% | +47.9% | -34.3% | +1.7% |
| YTD | +12.9% | +60.0% | -47.1% | -1.3% |
| 1Y | +17.2% | +52.2% | -35.0% | +3.7% |
| 3Y | +75.7% | +131.4% | -55.7% | +37.1% |
| 5Y | +75.4% | +163.2% | -87.8% | +31.2% |
| All | +297.8% | +146.1% | +151.7% | +210.6% |
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 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