+129.4%
ARMK price history and return analytics
+223.7%
-94.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.2% |
| 7D | +0.9% | +0.4% | +0.6% | +0.4% |
| 30D | -0.4% | -2.6% | +2.2% | +2.7% |
| 3M | -2.0% | -3.2% | +1.3% | +1.8% |
| 6M | +22.0% | +0.9% | +21.0% | +19.7% |
| YTD | +49.6% | +11.3% | +38.3% | +30.5% |
| 1Y | +46.4% | +14.0% | +32.4% | +23.8% |
| 3Y | +103.2% | +75.8% | +27.4% | +0.2% |
| 5Y | +108.1% | +57.8% | +50.3% | +18.1% |
| 10Y | +129.4% | +219.8% | -90.4% | -29.1% |
| All | +129.4% | +223.7% | -94.3% | -29.1% |
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