+1,047.5%
ARWR vs VEU
+155.0%
+892.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -1.5% |
| 7D | -4.0% | -1.4% | -2.6% | -2.0% |
| 30D | -5.0% | -0.4% | -4.6% | -4.5% |
| 3M | +11.3% | +2.5% | +8.8% | +6.8% |
| 6M | +42.6% | +11.1% | +31.4% | +20.5% |
| YTD | +24.8% | +16.5% | +8.3% | -2.8% |
| 1Y | +178.8% | +22.9% | +155.8% | +101.1% |
| 3Y | +183.3% | +73.4% | +109.9% | +25.1% |
| 5Y | +29.5% | +56.1% | -26.6% | -31.5% |
| All | +1,047.5% | +155.0% | +892.5% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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