+313.4%
IVV vs ARWR
+1,021.8%
-708.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -0.9% | -19.9% | +19.0% | +1.0% |
| 30D | -2.3% | -18.7% | +16.4% | -0.7% |
| 3M | -1.2% | -44.7% | +43.5% | +4.0% |
| 6M | +3.3% | -36.5% | +39.8% | +6.9% |
| YTD | +12.3% | -25.7% | +38.0% | +14.1% |
| 1Y | +12.5% | +18.9% | -6.4% | +8.8% |
| 3Y | +79.2% | +83.1% | -3.9% | +59.2% |
| 5Y | +75.6% | -34.9% | +110.5% | +65.6% |
| 10Y | +313.4% | +1,080.9% | -767.5% | +222.5% |
| All | +313.4% | +1,021.8% | -708.4% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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