+60.6%
VNQ vs ARMK
+138.5%
-77.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.6% | -0.9% | -1.7% | -2.4% |
| 30D | -2.3% | -5.9% | +3.6% | -0.7% |
| 3M | -2.8% | +6.7% | -9.5% | -4.8% |
| 6M | +2.5% | +42.5% | -40.0% | -8.0% |
| YTD | +8.4% | +55.1% | -46.7% | -5.3% |
| 1Y | +6.8% | +50.3% | -43.6% | -6.0% |
| 3Y | +29.9% | +122.2% | -92.3% | +0.1% |
| 5Y | +7.2% | +155.2% | -148.0% | -21.8% |
| All | +60.6% | +138.5% | -77.9% | +18.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling