+31.4%
VCIT vs ARWR
+1,009.4%
-978.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.6% |
| 7D | -1.4% | -17.9% | +16.6% | -1.2% |
| 30D | +0.8% | -18.9% | +19.7% | +1.0% |
| 3M | -1.7% | -46.0% | +44.2% | -1.0% |
| 6M | -2.1% | -40.3% | +38.3% | -1.5% |
| YTD | -2.0% | -29.0% | +27.0% | -1.8% |
| 1Y | -1.5% | +13.8% | -15.3% | -1.9% |
| 3Y | +19.0% | +74.9% | -55.9% | +17.1% |
| 5Y | +3.8% | -36.2% | +40.0% | +2.5% |
| All | +31.4% | +1,009.4% | -978.0% | +29.1% |
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