+19.3%
ARM vs VNQ
+14.0%
+5.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.2% | -8.5% | -4.1% |
| 7D | -18.7% | +6.8% | -25.5% | -16.8% |
| 30D | -36.7% | +10.0% | -46.6% | -34.8% |
| 3M | -31.6% | 0.0% | -31.6% | -31.7% |
| 6M | -5.6% | +4.5% | -10.1% | -5.9% |
| YTD | +75.5% | +13.9% | +61.5% | +69.7% |
| 1Y | +19.3% | +14.1% | +5.3% | +15.6% |
| All | +19.3% | +14.0% | +5.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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