+900.2%
VLO vs ARWR
+1,075.6%
-175.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.4% | +4.7% | +3.4% |
| 7D | +5.8% | +2.9% | +2.9% | +5.5% |
| 30D | +28.3% | -2.9% | +31.2% | +28.6% |
| 3M | +48.7% | +15.2% | +33.5% | +46.1% |
| 6M | +71.9% | +42.3% | +29.6% | +64.2% |
| YTD | +138.7% | +28.2% | +110.5% | +129.6% |
| 1Y | +148.5% | +213.2% | -64.8% | +115.3% |
| 3Y | +192.7% | +184.6% | +8.0% | +143.6% |
| 5Y | +601.6% | +29.2% | +572.4% | +511.3% |
| 10Y | +900.2% | +1,012.5% | -112.4% | +548.7% |
| All | +900.2% | +1,075.6% | -175.4% | +548.7% |
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