+174.6%
ARM vs VEA
+64.0%
+110.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.2% | +5.7% |
| 7D | -15.2% | -2.2% | -13.0% | -10.5% |
| 30D | -40.7% | -3.4% | -37.3% | -35.2% |
| 3M | -39.1% | -5.6% | -33.5% | -29.0% |
| 6M | -26.4% | -3.4% | -23.0% | -15.2% |
| YTD | +59.7% | +9.7% | +50.0% | +40.2% |
| 1Y | +10.3% | +15.4% | -5.0% | -13.7% |
| 3Y | +228.9% | +68.5% | +160.3% | +21.1% |
| All | +174.6% | +64.0% | +110.6% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling