+83.1%
VSH vs ARWR
+20.5%
+62.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -15.3% | +28.8% | +16.6% |
| 7D | +3.5% | -17.3% | +20.8% | +7.3% |
| 30D | -22.4% | -21.5% | -0.9% | -18.5% |
| 3M | -25.2% | -43.8% | +18.6% | -15.2% |
| 6M | -22.5% | -32.3% | +9.7% | -16.6% |
| YTD | +84.2% | -25.8% | +110.0% | +91.5% |
| All | +83.1% | +20.5% | +62.6% | +70.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling