+55.8%
VEA vs ARMK
+106.1%
-50.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -1.3% | +2.8% | -4.1% | -2.1% |
| 30D | 0.0% | -1.8% | +1.7% | +0.3% |
| 3M | -3.6% | -10.9% | +7.3% | -0.5% |
| 6M | -0.5% | +21.2% | -21.7% | -6.9% |
| YTD | +13.0% | +47.0% | -34.0% | -0.7% |
| 1Y | +16.3% | +42.9% | -26.6% | +3.1% |
| 3Y | +74.4% | +95.0% | -20.6% | +36.1% |
| 5Y | +55.8% | +106.2% | -50.4% | +14.1% |
| All | +55.8% | +106.1% | -50.3% | +14.1% |
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