+68.2%
IVV vs ARWR
-28.9%
+97.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | -2.7% | -2.9% | +0.2% | -2.4% |
| 30D | -5.4% | -5.4% | 0.0% | -4.8% |
| 3M | -4.1% | -32.2% | +28.2% | +0.1% |
| 6M | +0.7% | -26.5% | +27.2% | +3.5% |
| YTD | +8.7% | -12.4% | +21.1% | +8.9% |
| 1Y | +11.0% | +46.9% | -35.9% | +3.6% |
| 3Y | +75.4% | +116.0% | -40.5% | +45.3% |
| All | +68.2% | -28.9% | +97.1% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling