+311.3%
ARM vs VNQ
+33.2%
+278.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.8% |
| 7D | +11.4% | -0.4% | +11.8% | +11.7% |
| 30D | -7.4% | -2.5% | -4.9% | -5.5% |
| 3M | -24.5% | +1.4% | -25.9% | -26.8% |
| 6M | +128.7% | +4.6% | +124.1% | +114.2% |
| YTD | +139.3% | +10.5% | +128.7% | +111.6% |
| 1Y | +88.0% | +8.4% | +79.6% | +69.2% |
| All | +311.3% | +33.2% | +278.1% | +190.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling