+77.9%
VUG vs ARWR
+79.8%
-2.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.0% |
| 7D | +2.5% | -17.8% | +20.4% | +4.3% |
| 30D | -6.3% | -18.1% | +11.9% | -4.6% |
| 3M | -6.0% | -44.2% | +38.1% | -0.8% |
| 6M | -3.5% | -38.6% | +35.1% | +0.5% |
| YTD | +3.9% | -28.0% | +32.0% | +6.0% |
| 1Y | +5.1% | +16.1% | -11.0% | +1.3% |
| 3Y | +77.9% | +84.0% | -6.1% | +52.4% |
| All | +77.9% | +79.8% | -2.0% | +52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling