+67.0%
VIG vs ARWR
+77.5%
-10.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.3% |
| 7D | +3.1% | -17.9% | +21.0% | +4.4% |
| 30D | +5.0% | -18.9% | +23.9% | +6.4% |
| 3M | +2.7% | -46.0% | +48.6% | +6.9% |
| 6M | +11.0% | -40.3% | +51.3% | +14.4% |
| YTD | +16.0% | -29.0% | +44.9% | +17.6% |
| 1Y | +16.3% | +13.8% | +2.4% | +13.3% |
| All | +67.0% | +77.5% | -10.5% | +50.2% |
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