+373.4%
VST vs ARWR
+211.2%
+162.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | +8.9% | +1.7% | +7.2% | +8.6% |
| 30D | +6.2% | -0.7% | +6.9% | +6.3% |
| 3M | -2.7% | +14.9% | -17.6% | -5.1% |
| 6M | -8.4% | +32.6% | -41.0% | -12.7% |
| YTD | -7.2% | +30.0% | -37.3% | -11.4% |
| 1Y | -20.9% | +208.4% | -229.3% | -33.8% |
| All | +373.4% | +211.2% | +162.2% | +251.9% |
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