+1.9%
VUG vs ARWR
+20.0%
-18.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | -1.2% | -17.7% | +16.5% | +0.2% |
| 30D | -8.9% | -21.9% | +13.1% | -7.2% |
| 3M | -5.9% | -44.5% | +38.6% | -1.8% |
| 6M | -3.3% | -32.6% | +29.3% | -0.9% |
| YTD | +3.4% | -26.2% | +29.6% | +4.5% |
| 1Y | +1.9% | +23.0% | -21.1% | +0.7% |
| All | +1.9% | +20.0% | -18.1% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling