+1,105.9%
ARWR vs VT
+224.5%
+881.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.1% |
| 7D | +1.7% | +0.4% | +1.2% | +1.0% |
| 30D | -0.7% | +1.0% | -1.6% | -2.2% |
| 3M | +14.9% | +2.4% | +12.5% | +10.3% |
| 6M | +32.6% | +12.0% | +20.6% | +10.1% |
| YTD | +30.0% | +15.3% | +14.7% | +2.4% |
| 1Y | +208.4% | +22.6% | +185.8% | +120.6% |
| 3Y | +208.8% | +74.7% | +134.1% | +29.7% |
| 5Y | +27.8% | +66.1% | -38.3% | -39.2% |
| All | +1,105.9% | +224.5% | +881.4% | +91.8% |
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