+73.7%
VTI vs ARMK
+146.8%
-73.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | -0.1% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | -1.6% | +2.4% | -3.9% | -2.6% |
| 3M | +3.6% | +6.1% | -2.5% | +1.1% |
| 6M | +13.0% | +41.8% | -28.7% | -1.0% |
| YTD | +12.7% | +55.5% | -42.8% | -4.9% |
| 1Y | +18.4% | +49.6% | -31.2% | +1.1% |
| 3Y | +76.4% | +122.8% | -46.3% | +25.5% |
| 5Y | +73.7% | +151.0% | -77.3% | +14.7% |
| All | +73.7% | +146.8% | -73.1% | +14.7% |
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 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