+214.2%
ARM vs VEU
+64.8%
+149.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | +0.4% |
| 7D | +19.8% | +2.4% | +17.5% | +13.5% |
| 30D | -21.8% | -2.0% | -19.8% | -16.6% |
| 3M | -26.5% | -5.1% | -21.4% | -14.2% |
| 6M | -3.9% | -0.7% | -3.2% | +4.8% |
| YTD | +82.8% | +11.0% | +71.8% | +55.8% |
| 1Y | +34.3% | +12.4% | +21.9% | +11.1% |
| 3Y | +282.2% | +69.8% | +212.4% | +31.0% |
| All | +214.2% | +64.8% | +149.4% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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