+28.6%
ARWR vs VYM
+77.5%
-48.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.1% |
| 7D | -4.0% | -0.8% | -3.2% | -2.6% |
| 30D | -5.0% | -2.2% | -2.8% | -1.0% |
| 3M | +11.3% | +3.1% | +8.3% | +5.5% |
| 6M | +42.6% | +9.7% | +32.9% | +20.7% |
| YTD | +24.8% | +14.9% | +9.9% | -3.1% |
| 1Y | +178.8% | +17.6% | +161.2% | +108.9% |
| 3Y | +183.3% | +65.3% | +118.0% | +22.8% |
| All | +28.6% | +77.5% | -48.9% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling