+1,855.0%
VRT vs ARWR
+227.1%
+1,627.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | -17.7% | -17.7% | 0.0% | -15.0% |
| 30D | -20.0% | -21.9% | +1.9% | -16.5% |
| 3M | -28.1% | -44.5% | +16.5% | -20.0% |
| 6M | -42.8% | -32.6% | -10.3% | -39.2% |
| YTD | +20.0% | -26.2% | +46.2% | +24.8% |
| 1Y | +3.5% | +23.0% | -19.5% | -3.8% |
| 3Y | +366.1% | +81.8% | +284.4% | +270.0% |
| 5Y | +632.2% | -36.0% | +668.2% | +566.6% |
| All | +1,855.0% | +227.1% | +1,627.9% | +1,333.9% |
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