+137.4%
ARWR vs VT
+345.0%
-207.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.7% | -2.6% |
| 7D | -5.0% | -4.2% | -0.8% | -0.6% |
| 30D | -6.6% | -5.8% | -0.8% | -0.5% |
| 3M | -33.9% | -5.2% | -28.6% | -29.8% |
| 6M | -23.3% | +0.1% | -23.4% | -23.1% |
| YTD | -13.5% | +8.2% | -21.7% | -19.6% |
| 1Y | +42.5% | +10.1% | +32.4% | +30.5% |
| 3Y | +104.1% | +69.7% | +34.5% | +26.9% |
| 5Y | -28.8% | +53.4% | -82.2% | -49.4% |
| 10Y | +911.6% | +219.2% | +692.4% | +336.9% |
| All | +137.4% | +345.0% | -207.5% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling