-50.0%
VTRS vs ARWR
+1,081.9%
-1,131.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.2% | -4.0% | +1.9% | -1.8% |
| 30D | +3.3% | -5.0% | +8.4% | +3.8% |
| 3M | +2.0% | +11.3% | -9.4% | +0.5% |
| 6M | +19.9% | +42.6% | -22.7% | +15.0% |
| YTD | +35.7% | +24.8% | +10.9% | +31.5% |
| 1Y | +68.1% | +178.8% | -110.7% | +49.3% |
| 3Y | +87.1% | +183.3% | -96.3% | +58.8% |
| 5Y | +47.6% | +29.5% | +18.2% | +30.3% |
| All | -50.0% | +1,081.9% | -1,131.9% | -60.7% |
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