+35.4%
VWO vs ARMK
+148.5%
-113.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +0.2% | +0.3% | -0.2% | +0.1% |
| 30D | +0.9% | +2.4% | -1.5% | +0.2% |
| 3M | +4.3% | +6.1% | -1.8% | +2.6% |
| 6M | +10.5% | +41.8% | -31.2% | +0.9% |
| YTD | +13.4% | +55.5% | -42.2% | +1.0% |
| 1Y | +18.6% | +49.6% | -31.0% | +6.5% |
| 3Y | +65.8% | +122.8% | -57.0% | +30.4% |
| All | +35.4% | +148.5% | -113.0% | +1.9% |
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