+62.1%
VEA vs ARMK
+148.1%
-86.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | +1.9% | +1.7% | +0.2% | +1.4% |
| 30D | +0.8% | +3.1% | -2.3% | -0.3% |
| 3M | +5.7% | +9.2% | -3.5% | +2.8% |
| 6M | +13.3% | +43.7% | -30.4% | +1.3% |
| YTD | +18.4% | +57.4% | -39.0% | +2.8% |
| 1Y | +27.0% | +51.9% | -24.9% | +11.1% |
| 3Y | +79.3% | +125.4% | -46.1% | +35.3% |
| 5Y | +62.1% | +149.1% | -87.0% | +16.1% |
| All | +62.1% | +148.1% | -86.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 5y: compounded portfolio wealth divided by compounded ARMK 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…
5y analysis · Full analysis span regression · 6 months rolling