+227.7%
VLO vs ARWR
+77.5%
+150.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.5% | +7.6% | +3.2% |
| 7D | +6.8% | -17.9% | +24.7% | +7.2% |
| 30D | -17.9% | -18.9% | +1.0% | -17.5% |
| 3M | +13.5% | -46.0% | +59.5% | +15.6% |
| 6M | +53.0% | -40.3% | +93.4% | +54.8% |
| YTD | +133.7% | -29.0% | +162.7% | +132.7% |
| 1Y | +115.7% | +13.8% | +101.8% | +104.3% |
| All | +227.7% | +77.5% | +150.2% | +171.6% |
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 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