+60.9%
VEA vs ARWR
+25.7%
+35.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.1% | -0.6% |
| 7D | +0.3% | -3.2% | +3.5% | +0.7% |
| 30D | +0.4% | -6.5% | +6.9% | +1.1% |
| 3M | +4.8% | +12.7% | -7.9% | +3.2% |
| 6M | +11.3% | +36.2% | -24.9% | +7.0% |
| YTD | +17.4% | +24.5% | -7.1% | +13.7% |
| 1Y | +26.2% | +198.0% | -171.8% | +10.5% |
| 3Y | +77.7% | +176.4% | -98.6% | +48.4% |
| 5Y | +60.9% | +26.6% | +34.4% | +39.6% |
| All | +60.9% | +25.7% | +35.2% | +39.6% |
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