+31.0%
VNQ vs ARMK
+121.1%
-90.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.8% |
| 7D | -0.9% | +0.3% | -1.2% | -1.0% |
| 30D | -2.2% | +2.4% | -4.6% | -2.9% |
| 3M | -1.9% | +6.1% | -8.0% | -3.4% |
| 6M | +3.2% | +41.8% | -38.5% | -5.5% |
| YTD | +9.4% | +55.5% | -46.1% | -2.4% |
| 1Y | +7.5% | +49.6% | -42.1% | -3.3% |
| All | +31.0% | +121.1% | -90.1% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling