+202.4%
VLO vs ARWR
+211.2%
-8.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +5.2% | +1.7% | +3.5% | +5.1% |
| 30D | +22.6% | -0.7% | +23.3% | +22.6% |
| 3M | +43.8% | +14.9% | +28.9% | +42.5% |
| 6M | +65.7% | +32.6% | +33.1% | +62.2% |
| YTD | +131.1% | +30.0% | +101.1% | +125.8% |
| 1Y | +143.6% | +208.4% | -64.7% | +116.5% |
| All | +202.4% | +211.2% | -8.8% | +148.7% |
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 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