-51.4%
VG vs ARWR
+174.0%
-225.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | 0.0% |
| 7D | -22.0% | -2.9% | -19.1% | -21.9% |
| 30D | -11.6% | -5.4% | -6.2% | -11.3% |
| 3M | -14.9% | -32.2% | +17.4% | -12.0% |
| 6M | -3.5% | -26.5% | +23.0% | -1.7% |
| YTD | +70.0% | -12.4% | +82.4% | +67.6% |
| 1Y | +50.0% | +46.9% | +3.1% | +27.7% |
| All | -51.4% | +174.0% | -225.3% | -72.4% |
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