+51.3%
VFC vs ARWR
+77.5%
-26.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.5% | +1.5% | -1.8% |
| 7D | -1.4% | -17.9% | +16.5% | +3.0% |
| 30D | +24.6% | -18.9% | +43.5% | +30.6% |
| 3M | +38.4% | -46.0% | +84.4% | +60.0% |
| 6M | +15.3% | -40.3% | +55.6% | +28.3% |
| YTD | +12.7% | -29.0% | +41.7% | +18.5% |
| 1Y | +32.7% | +13.8% | +18.8% | +20.0% |
| All | +51.3% | +77.5% | -26.1% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling