+1,072.4%
ARWR vs VT
+223.7%
+848.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +2.6% | -17.9% | -19.6% |
| 7D | -17.3% | +0.4% | -17.7% | -18.5% |
| 30D | -21.5% | -2.6% | -18.9% | -18.7% |
| 3M | -43.8% | -3.2% | -40.6% | -41.0% |
| 6M | -32.3% | +0.9% | -33.2% | -33.8% |
| YTD | -25.8% | +11.3% | -37.1% | -38.4% |
| 1Y | +25.5% | +14.0% | +11.5% | +0.5% |
| 3Y | +84.1% | +75.8% | +8.3% | -23.9% |
| 5Y | -39.2% | +57.8% | -97.1% | -68.9% |
| 10Y | +1,072.4% | +219.8% | +852.6% | +31.0% |
| All | +1,072.4% | +223.7% | +848.7% | +31.0% |
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