+3.3%
VCIT vs ARWR
-29.8%
+33.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.8% | +7.0% | +0.4% |
| 7D | +0.5% | -5.0% | +5.5% | +0.6% |
| 30D | +2.1% | -6.6% | +8.7% | +2.2% |
| 3M | -1.6% | -33.9% | +32.3% | -0.6% |
| 6M | -1.6% | -23.3% | +21.7% | -1.1% |
| YTD | -1.5% | -13.5% | +11.9% | -1.5% |
| 1Y | -0.4% | +42.5% | -42.9% | -1.9% |
| 3Y | +19.6% | +104.1% | -84.5% | +14.8% |
| 5Y | +3.3% | -28.8% | +32.1% | +0.1% |
| All | +3.3% | -29.8% | +33.1% | +0.1% |
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 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