+53.4%
VT vs ARWR
-29.8%
+83.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.8% | +2.7% | -3.3% |
| 7D | -4.2% | -5.0% | +0.8% | -3.6% |
| 30D | -5.8% | -6.6% | +0.8% | -5.1% |
| 3M | -5.2% | -33.9% | +28.6% | -0.9% |
| 6M | +0.1% | -23.3% | +23.4% | +2.4% |
| YTD | +8.2% | -13.5% | +21.7% | +8.6% |
| 1Y | +10.1% | +42.5% | -32.4% | +3.4% |
| 3Y | +69.7% | +104.1% | -34.5% | +42.8% |
| 5Y | +53.4% | -28.8% | +82.2% | +38.5% |
| All | +53.4% | -29.8% | +83.2% | +38.5% |
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