+97.3%
VTR vs ARWR
+1,080.6%
-983.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -1.8% | -4.3% | +2.5% | -1.4% |
| 30D | +4.0% | -7.3% | +11.3% | +4.6% |
| 3M | +7.8% | +17.0% | -9.2% | +6.0% |
| 6M | +6.4% | +39.8% | -33.4% | +2.6% |
| YTD | +18.3% | +24.7% | -6.3% | +15.0% |
| 1Y | +33.9% | +186.5% | -152.5% | +19.9% |
| 3Y | +134.3% | +176.8% | -42.5% | +102.0% |
| 5Y | +90.3% | +29.3% | +60.9% | +70.2% |
| All | +97.3% | +1,080.6% | -983.3% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling