+111.5%
VGT vs ARWR
-36.3%
+147.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | -1.6% | -19.9% | +18.4% | +1.8% |
| 30D | -10.1% | -18.7% | +8.6% | -7.3% |
| 3M | -5.3% | -44.7% | +39.4% | +3.6% |
| 6M | +0.2% | -36.5% | +36.7% | +6.5% |
| YTD | +21.1% | -25.7% | +46.8% | +24.4% |
| 1Y | +18.2% | +18.9% | -0.8% | +10.9% |
| 3Y | +107.4% | +83.1% | +24.3% | +63.8% |
| 5Y | +111.5% | -34.9% | +146.4% | +94.6% |
| All | +111.5% | -36.3% | +147.8% | +94.6% |
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