+1,493.2%
VTR vs ARWR
-59.4%
+1,552.6%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +1.4% | -19.9% | +21.3% | +1.5% |
| 30D | +8.2% | -18.7% | +27.0% | +8.3% |
| 3M | +4.6% | -44.7% | +49.3% | +4.9% |
| 6M | +4.3% | -36.5% | +40.8% | +4.5% |
| YTD | +19.0% | -25.7% | +44.7% | +19.1% |
| 1Y | +21.6% | +18.9% | +2.7% | +21.4% |
| 3Y | +132.2% | +83.1% | +49.1% | +130.6% |
| 5Y | +94.4% | -34.9% | +129.3% | +93.7% |
| 10Y | +133.5% | +1,080.9% | -947.4% | +130.1% |
| All | +1,493.2% | -59.4% | +1,552.6% | +1,693.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling