+74.0%
VTI vs ARWR
+26.4%
+47.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -2.0% | -4.3% | +2.3% | -1.5% |
| 30D | -1.9% | -7.3% | +5.3% | -1.1% |
| 3M | +4.5% | +17.0% | -12.5% | +2.0% |
| 6M | +12.6% | +39.8% | -27.2% | +7.0% |
| YTD | +12.0% | +24.7% | -12.7% | +7.6% |
| 1Y | +17.3% | +186.5% | -169.1% | -0.2% |
| 3Y | +75.3% | +176.8% | -101.4% | +39.7% |
| 5Y | +74.0% | +29.3% | +44.7% | +46.9% |
| All | +74.0% | +26.4% | +47.7% | +46.9% |
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 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