+12.1%
IVV vs ARWR
+12.4%
-0.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | 0.0% |
| 7D | +3.3% | -17.9% | +21.3% | +4.5% |
| 30D | -2.7% | -18.9% | +16.2% | -1.4% |
| 3M | -1.7% | -46.0% | +44.3% | +2.2% |
| 6M | +3.2% | -40.3% | +43.5% | +6.3% |
| YTD | +12.0% | -29.0% | +41.0% | +13.2% |
| 1Y | +12.1% | +13.8% | -1.7% | +11.2% |
| All | +12.1% | +12.4% | -0.3% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling