+53.4%
VT vs ARWR
-28.9%
+82.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -2.3% | -2.9% | +0.6% | -2.0% |
| 30D | -5.0% | -5.4% | +0.4% | -4.4% |
| 3M | -4.9% | -32.2% | +27.4% | -0.8% |
| 6M | -1.5% | -26.5% | +25.0% | +1.2% |
| YTD | +8.5% | -12.4% | +20.9% | +8.7% |
| 1Y | +11.4% | +46.9% | -35.5% | +4.2% |
| 3Y | +70.1% | +116.0% | -45.9% | +42.0% |
| All | +53.4% | -28.9% | +82.3% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling