-51.4%
VG vs ARWR
+170.7%
-222.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.8% | +2.8% | -3.4% |
| 7D | -22.0% | -5.0% | -17.0% | -21.7% |
| 30D | -14.7% | -6.6% | -8.1% | -14.3% |
| 3M | -7.1% | -33.9% | +26.8% | -3.7% |
| 6M | -11.2% | -23.3% | +12.1% | -10.1% |
| YTD | +69.8% | -13.5% | +83.3% | +67.7% |
| 1Y | +49.9% | +42.5% | +7.3% | +28.3% |
| All | -51.4% | +170.7% | -222.1% | -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