+890.8%
ARWR vs VT
+215.5%
+675.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.8% |
| 7D | -2.9% | -2.3% | -0.6% | +1.1% |
| 30D | -5.4% | -5.0% | -0.4% | +3.0% |
| 3M | -32.2% | -4.9% | -27.4% | -26.1% |
| 6M | -26.5% | -1.5% | -25.0% | -24.6% |
| YTD | -12.4% | +8.5% | -20.9% | -23.4% |
| 1Y | +46.9% | +11.4% | +35.5% | +23.4% |
| 3Y | +116.0% | +70.1% | +45.9% | -4.8% |
| 5Y | -28.0% | +53.7% | -81.7% | -61.1% |
| All | +890.8% | +215.5% | +675.3% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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