+361.8%
VRT vs ARWR
+105.6%
+256.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.2% |
| 7D | -21.4% | -2.9% | -18.4% | -20.8% |
| 30D | -25.8% | -5.4% | -20.4% | -25.0% |
| 3M | -33.5% | -32.2% | -1.3% | -28.6% |
| 6M | -49.0% | -26.5% | -22.5% | -46.4% |
| YTD | +12.9% | -12.4% | +25.3% | +14.5% |
| 1Y | 0.0% | +46.9% | -46.8% | -9.0% |
| 3Y | +361.8% | +116.0% | +245.8% | +259.5% |
| All | +361.8% | +105.6% | +256.2% | +259.5% |
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