+89.0%
VTR vs ARWR
+29.4%
+59.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | -2.4% | +2.9% | -5.3% | -2.6% |
| 30D | -3.7% | -2.9% | -0.8% | -3.5% |
| 3M | +13.5% | +15.2% | -1.7% | +11.7% |
| 6M | +7.2% | +42.3% | -35.1% | +3.1% |
| YTD | +17.6% | +28.2% | -10.6% | +13.9% |
| 1Y | +35.4% | +213.2% | -177.9% | +19.0% |
| 3Y | +132.8% | +184.6% | -51.8% | +97.2% |
| All | +89.0% | +29.4% | +59.6% | +61.2% |
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