+40.3%
ARMK vs VEU
+17.0%
+23.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.0% | -6.1% | -5.0% |
| 7D | -5.8% | +0.2% | -6.0% | -5.9% |
| 30D | -5.3% | -2.1% | -3.1% | -4.3% |
| 3M | -6.7% | -2.7% | -4.0% | -5.6% |
| 6M | +17.4% | +3.2% | +14.2% | +14.5% |
| YTD | +43.0% | +12.6% | +30.5% | +32.3% |
| 1Y | +40.3% | +17.1% | +23.2% | +27.0% |
| All | +40.3% | +17.0% | +23.3% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling