+29.1%
ARWR vs VEU
+55.0%
-25.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -1.7% |
| 7D | -3.2% | +0.3% | -3.5% | -3.6% |
| 30D | -6.5% | +0.7% | -7.1% | -7.4% |
| 3M | +12.7% | +4.7% | +8.0% | +4.5% |
| 6M | +36.2% | +11.6% | +24.6% | +12.9% |
| YTD | +24.5% | +16.8% | +7.7% | -5.6% |
| 1Y | +198.0% | +24.9% | +173.1% | +103.1% |
| 3Y | +176.4% | +75.7% | +100.6% | +9.8% |
| All | +29.1% | +55.0% | -25.9% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling