+42.9%
ARMK vs VEU
+14.2%
+28.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | +2.8% | -0.5% | +3.3% | +3.0% |
| 30D | -1.8% | -1.0% | -0.8% | -1.3% |
| 3M | -10.9% | -3.6% | -7.3% | -9.4% |
| 6M | +21.2% | -1.2% | +22.4% | +21.4% |
| YTD | +47.0% | +12.0% | +35.0% | +35.9% |
| 1Y | +42.9% | +13.9% | +29.0% | +30.6% |
| All | +42.9% | +14.2% | +28.7% | +30.6% |
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 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