+905.2%
VRT vs ARWR
+28.5%
+876.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.5% | +4.4% |
| 7D | +9.1% | +1.7% | +7.4% | +8.7% |
| 30D | +0.9% | -0.7% | +1.6% | +1.0% |
| 3M | -13.4% | +14.9% | -28.3% | -16.7% |
| 6M | +11.7% | +32.6% | -20.9% | +3.4% |
| YTD | +73.2% | +30.0% | +43.2% | +60.3% |
| 1Y | +123.4% | +208.4% | -84.9% | +64.4% |
| 3Y | +606.2% | +208.8% | +397.4% | +360.1% |
| All | +905.2% | +28.5% | +876.8% | +688.0% |
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