+307.4%
IVV vs ARWR
+1,055.7%
-748.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -0.6% | -17.7% | +17.1% | +1.0% |
| 30D | -3.7% | -21.9% | +18.3% | -1.6% |
| 3M | -2.7% | -44.5% | +41.8% | +2.3% |
| 6M | +2.2% | -32.6% | +34.8% | +5.2% |
| YTD | +10.9% | -26.2% | +37.1% | +12.7% |
| 1Y | +11.3% | +23.0% | -11.6% | +7.3% |
| 3Y | +76.9% | +81.8% | -4.9% | +57.3% |
| 5Y | +73.5% | -36.0% | +109.5% | +63.8% |
| 10Y | +307.4% | +1,039.5% | -732.1% | +218.1% |
| All | +307.4% | +1,055.7% | -748.3% | +218.1% |
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