+268.6%
ARM vs VEU
+70.2%
+198.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.6% | -4.5% |
| 7D | +9.1% | +2.1% | +7.0% | +4.0% |
| 30D | -19.9% | -0.9% | -19.0% | -17.0% |
| 3M | -31.6% | -5.4% | -26.2% | -19.6% |
| 6M | -13.9% | -1.8% | -12.1% | -3.7% |
| YTD | +74.3% | +10.9% | +63.4% | +48.4% |
| 1Y | +35.8% | +13.6% | +22.2% | +9.0% |
| 3Y | +268.6% | +69.3% | +199.3% | +23.2% |
| All | +268.6% | +70.2% | +198.4% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling