+311.3%
ARM vs VEU
+74.8%
+236.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.7% |
| 7D | +11.4% | +1.7% | +9.7% | +7.0% |
| 30D | -7.4% | +1.0% | -8.4% | -9.5% |
| 3M | -24.5% | +5.6% | -30.1% | -32.0% |
| 6M | +128.7% | +13.7% | +115.0% | +80.0% |
| YTD | +139.3% | +17.7% | +121.5% | +72.3% |
| 1Y | +88.0% | +25.8% | +62.2% | +16.3% |
| All | +311.3% | +74.8% | +236.5% | +25.6% |
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