+46.1%
VXUS vs ARWR
-34.9%
+81.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.2% |
| 7D | +2.1% | -17.8% | +20.0% | +4.0% |
| 30D | -1.1% | -18.1% | +17.0% | +0.7% |
| 3M | -5.6% | -44.2% | +38.6% | -0.3% |
| 6M | -2.3% | -38.6% | +36.4% | +1.9% |
| YTD | +10.4% | -28.0% | +38.4% | +12.6% |
| 1Y | +13.1% | +16.1% | -3.1% | +9.2% |
| 3Y | +68.0% | +84.0% | -16.0% | +45.9% |
| All | +46.1% | -34.9% | +81.0% | +33.5% |
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