+227.8%
VST vs ARWR
+103.1%
+124.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -6.8% | +0.6% | -5.2% |
| 7D | -19.9% | -5.0% | -14.9% | -19.4% |
| 30D | -29.7% | -6.6% | -23.0% | -29.0% |
| 3M | -19.6% | -33.9% | +14.3% | -14.9% |
| 6M | -29.4% | -23.3% | -6.1% | -27.2% |
| YTD | -29.7% | -13.5% | -16.3% | -29.0% |
| 1Y | -40.0% | +42.5% | -82.6% | -43.7% |
| All | +227.8% | +103.1% | +124.7% | +163.7% |
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