+64.9%
ARM vs VNQ
+6.6%
+58.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -4.0% |
| 7D | +4.8% | -2.6% | +7.4% | +4.3% |
| 30D | -5.5% | -2.3% | -3.1% | -5.9% |
| 3M | -17.3% | -2.8% | -14.5% | -18.2% |
| 6M | +110.9% | +2.5% | +108.3% | +100.1% |
| YTD | +132.5% | +8.4% | +124.1% | +115.8% |
| 1Y | +64.9% | +6.8% | +58.1% | +52.4% |
| All | +64.9% | +6.6% | +58.3% | +52.4% |
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