+242.0%
VIG vs ARWR
+1,080.6%
-838.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -2.2% | -4.3% | +2.1% | -1.9% |
| 30D | -3.2% | -7.3% | +4.0% | -2.7% |
| 3M | +3.0% | +17.0% | -14.0% | +1.6% |
| 6M | +8.1% | +39.8% | -31.7% | +4.9% |
| YTD | +9.1% | +24.7% | -15.6% | +6.6% |
| 1Y | +12.6% | +186.5% | -173.9% | +2.7% |
| 3Y | +55.4% | +176.8% | -121.4% | +37.2% |
| 5Y | +62.8% | +29.3% | +33.5% | +47.8% |
| All | +242.0% | +1,080.6% | -838.6% | +170.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling