+62.9%
ARWR vs VYM
+21.8%
+41.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.3% | +1.1% |
| 7D | +2.4% | +1.2% | +1.2% | +0.1% |
| 30D | -1.1% | +5.2% | -6.4% | -10.9% |
| 3M | -31.2% | +0.5% | -31.7% | -31.8% |
| 6M | -19.3% | +7.7% | -27.0% | -30.6% |
| YTD | -7.1% | +17.2% | -24.3% | -36.9% |
| 1Y | +62.9% | +21.7% | +41.2% | -2.9% |
| All | +62.9% | +21.8% | +41.1% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling