+34.0%
VSH vs ARWR
+197.7%
-163.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.2% | +4.6% | +4.5% |
| 7D | +4.1% | +1.7% | +2.4% | +3.6% |
| 30D | -4.2% | -0.7% | -3.5% | -4.0% |
| 3M | -50.0% | +14.9% | -64.8% | -52.0% |
| 6M | +80.2% | +32.6% | +47.6% | +64.9% |
| YTD | +121.1% | +30.0% | +91.0% | +102.8% |
| 1Y | +112.0% | +208.4% | -96.4% | +52.5% |
| All | +34.0% | +197.7% | -163.7% | -18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling