+116.6%
VSH vs ARWR
+921.6%
-805.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -15.3% | +28.8% | +16.0% |
| 7D | +3.5% | -17.3% | +20.8% | +6.4% |
| 30D | -22.4% | -21.5% | -0.9% | -19.5% |
| 3M | -25.2% | -43.8% | +18.6% | -18.0% |
| 6M | -22.5% | -32.3% | +9.7% | -18.2% |
| YTD | +84.2% | -25.8% | +110.0% | +90.7% |
| 1Y | +87.1% | +25.5% | +61.6% | +76.1% |
| 3Y | +31.7% | +84.1% | -52.5% | +9.7% |
| 5Y | +42.6% | -39.2% | +81.8% | +32.4% |
| 10Y | +116.6% | +1,072.4% | -955.8% | +48.0% |
| All | +116.6% | +921.6% | -805.0% | +48.0% |
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 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