+62.8%
VIG vs ARWR
+25.7%
+37.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | -0.3% |
| 7D | -1.2% | -3.2% | +2.0% | -0.9% |
| 30D | -2.8% | -6.5% | +3.6% | -2.3% |
| 3M | +2.5% | +12.7% | -10.2% | +1.0% |
| 6M | +8.1% | +36.2% | -28.1% | +4.3% |
| YTD | +9.6% | +24.5% | -14.9% | +6.4% |
| 1Y | +14.2% | +198.0% | -183.8% | +1.0% |
| 3Y | +56.1% | +176.4% | -120.2% | +32.1% |
| 5Y | +62.8% | +26.6% | +36.3% | +41.6% |
| All | +62.8% | +25.7% | +37.2% | +41.6% |
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