+54.4%
VXUS vs ARWR
+28.5%
+25.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +1.0% | +1.7% | -0.7% | +0.8% |
| 30D | +2.2% | -0.7% | +2.9% | +2.2% |
| 3M | +3.0% | +14.9% | -11.9% | +1.2% |
| 6M | +10.7% | +32.6% | -22.0% | +6.8% |
| YTD | +17.8% | +30.0% | -12.2% | +13.7% |
| 1Y | +27.6% | +208.4% | -180.8% | +11.6% |
| 3Y | +73.3% | +208.8% | -135.5% | +43.4% |
| All | +54.4% | +28.5% | +25.9% | +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