+2,826.7%
VRT vs ARWR
+468.2%
+2,358.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +3.9% |
| 7D | +13.6% | +2.9% | +10.8% | +13.0% |
| 30D | +6.8% | -2.9% | +9.7% | +7.3% |
| 3M | -3.2% | +15.2% | -18.5% | -6.3% |
| 6M | +20.3% | +42.3% | -21.9% | +11.5% |
| YTD | +79.6% | +28.2% | +51.4% | +69.1% |
| 1Y | +139.0% | +213.2% | -74.2% | +86.4% |
| 3Y | +644.6% | +184.6% | +460.0% | +444.1% |
| 5Y | +1,024.4% | +29.2% | +995.1% | +803.9% |
| All | +2,826.7% | +468.2% | +2,358.5% | +1,842.7% |
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