+46.5%
VTRS vs ARWR
+26.4%
+20.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -3.3% | -4.3% | +1.0% | -2.8% |
| 30D | +1.4% | -7.3% | +8.6% | +2.3% |
| 3M | +4.6% | +17.0% | -12.4% | +2.1% |
| 6M | +18.1% | +39.8% | -21.7% | +12.2% |
| YTD | +34.7% | +24.7% | +10.0% | +29.4% |
| 1Y | +65.6% | +186.5% | -120.8% | +41.4% |
| 3Y | +83.8% | +176.8% | -93.0% | +47.6% |
| 5Y | +46.5% | +29.3% | +17.1% | +20.5% |
| All | +46.5% | +26.4% | +20.1% | +20.5% |
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