+740.0%
VTV vs ARWR
-26.5%
+766.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +2.9% | -17.8% | +20.8% | +3.8% |
| 30D | +3.8% | -18.1% | +21.9% | +4.7% |
| 3M | +1.6% | -44.2% | +45.7% | +4.1% |
| 6M | +11.2% | -38.6% | +49.8% | +13.3% |
| YTD | +22.0% | -28.0% | +50.0% | +23.1% |
| 1Y | +24.9% | +16.1% | +8.7% | +23.0% |
| 3Y | +78.5% | +84.0% | -5.5% | +68.6% |
| 5Y | +77.8% | -35.4% | +113.1% | +73.1% |
| 10Y | +231.1% | +1,043.1% | -812.0% | +175.8% |
| All | +740.0% | -26.5% | +766.5% | +583.2% |
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 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