+124.4%
VGT vs ARWR
+173.2%
-48.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.2% |
| 7D | +1.5% | -3.2% | +4.7% | +1.9% |
| 30D | +0.5% | -6.5% | +7.0% | +1.3% |
| 3M | +5.3% | +12.7% | -7.4% | +3.3% |
| 6M | +32.4% | +36.2% | -3.8% | +26.6% |
| YTD | +28.6% | +24.5% | +4.1% | +23.9% |
| 1Y | +37.6% | +198.0% | -160.3% | +17.7% |
| All | +124.4% | +173.2% | -48.7% | +76.0% |
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