+167.9%
VSH vs ARWR
+1,075.6%
-907.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.8% |
| 7D | +6.2% | +2.9% | +3.3% | +5.7% |
| 30D | -11.1% | -2.9% | -8.2% | -10.7% |
| 3M | -44.9% | +15.2% | -60.1% | -46.3% |
| 6M | +90.0% | +42.3% | +47.7% | +77.9% |
| YTD | +118.8% | +28.2% | +90.6% | +108.1% |
| 1Y | +109.0% | +213.2% | -104.3% | +70.7% |
| 3Y | +35.6% | +184.6% | -149.0% | +6.0% |
| 5Y | +66.7% | +29.2% | +37.5% | +38.7% |
| 10Y | +167.9% | +1,012.5% | -844.6% | +77.1% |
| All | +167.9% | +1,075.6% | -907.6% | +77.1% |
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