+396.2%
VUG vs ARWR
+1,055.7%
-659.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | -1.2% | -17.7% | +16.5% | +0.8% |
| 30D | -8.9% | -21.9% | +13.1% | -6.5% |
| 3M | -5.9% | -44.5% | +38.6% | +0.1% |
| 6M | -3.3% | -32.6% | +29.3% | +0.2% |
| YTD | +3.4% | -26.2% | +29.6% | +5.5% |
| 1Y | +1.9% | +23.0% | -21.1% | -2.6% |
| 3Y | +76.9% | +81.8% | -4.8% | +53.4% |
| 5Y | +63.9% | -36.0% | +99.9% | +53.3% |
| 10Y | +396.2% | +1,039.5% | -643.3% | +269.4% |
| All | +396.2% | +1,055.7% | -659.5% | +269.4% |
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