+130.6%
ARMK price history and return analytics
+221.8%
-91.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +2.7% | +2.4% | +0.3% | -0.1% |
| 30D | -1.5% | -1.5% | 0.0% | +0.2% |
| 3M | -11.6% | -4.1% | -7.4% | -7.2% |
| 6M | +6.7% | +0.6% | +6.2% | +5.2% |
| YTD | +47.4% | +11.0% | +36.4% | +28.9% |
| 1Y | +41.5% | +13.3% | +28.1% | +20.6% |
| 3Y | +95.5% | +73.4% | +22.1% | -1.9% |
| 5Y | +108.4% | +57.4% | +50.9% | +18.6% |
| All | +130.6% | +221.8% | -91.2% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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