+268.6%
ARM vs VEA
+74.1%
+194.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.7% |
| 7D | +9.1% | +2.3% | +6.8% | +3.8% |
| 30D | -19.9% | +0.2% | -20.2% | -19.5% |
| 3M | -31.6% | -5.3% | -26.3% | -20.5% |
| 6M | -13.9% | -0.9% | -12.9% | -6.4% |
| YTD | +74.3% | +12.2% | +62.1% | +45.1% |
| 1Y | +35.8% | +16.1% | +19.7% | +4.4% |
| 3Y | +268.6% | +73.0% | +195.6% | +24.3% |
| All | +268.6% | +74.1% | +194.5% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 3y: compounded portfolio wealth divided by compounded VEA 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…
3y analysis · Full analysis span regression · 6 months rolling