+302.2%
ARMK vs VEU
+157.5%
+144.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.4% |
| 7D | -2.4% | +1.1% | -3.6% | -3.5% |
| 30D | 0.0% | +2.2% | -2.2% | -2.1% |
| 3M | +6.7% | +3.0% | +3.7% | +2.9% |
| 6M | +38.8% | +10.9% | +28.0% | +23.7% |
| YTD | +55.2% | +18.2% | +37.0% | +29.3% |
| 1Y | +46.6% | +28.3% | +18.3% | +12.0% |
| 3Y | +112.9% | +74.6% | +38.3% | +17.3% |
| 5Y | +144.0% | +56.4% | +87.6% | +50.9% |
| 10Y | +132.4% | +153.0% | -20.6% | -3.9% |
| All | +302.2% | +157.5% | +144.7% | +59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling