+654.4%
VRT vs ARWR
-34.9%
+689.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -3.9% |
| 7D | +10.5% | -17.8% | +28.4% | +14.9% |
| 30D | -9.3% | -18.1% | +8.8% | -5.5% |
| 3M | -29.6% | -44.2% | +14.6% | -19.9% |
| 6M | -45.4% | -38.6% | -6.7% | -39.8% |
| YTD | +24.8% | -28.0% | +52.8% | +31.5% |
| 1Y | +23.6% | +16.1% | +7.5% | +13.7% |
| 3Y | +379.7% | +84.0% | +295.7% | +246.0% |
| All | +654.4% | -34.9% | +689.3% | +594.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling