+161.1%
VEA vs ARWR
+1,081.9%
-920.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.5% | -4.0% | +2.6% | -1.1% |
| 30D | -0.8% | -5.0% | +4.2% | -0.4% |
| 3M | +2.5% | +11.3% | -8.9% | +1.3% |
| 6M | +11.1% | +42.6% | -31.5% | +7.5% |
| YTD | +17.2% | +24.8% | -7.6% | +14.3% |
| 1Y | +24.5% | +178.8% | -154.3% | +13.3% |
| 3Y | +75.4% | +183.3% | -107.9% | +53.7% |
| 5Y | +61.1% | +29.5% | +31.6% | +45.6% |
| All | +161.1% | +1,081.9% | -920.8% | +109.8% |
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