+65.5%
VZ vs ARWR
+906.2%
-840.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.0% |
| 7D | +2.1% | -2.9% | +5.1% | +2.2% |
| 30D | +1.4% | -5.4% | +6.8% | +1.4% |
| 3M | -1.3% | -32.2% | +31.0% | -0.6% |
| 6M | -0.5% | -26.5% | +26.0% | -0.1% |
| YTD | +19.6% | -12.4% | +32.0% | +19.6% |
| 1Y | +22.4% | +46.9% | -24.5% | +20.7% |
| 3Y | +55.9% | +116.0% | -60.1% | +50.8% |
| 5Y | +20.4% | -28.0% | +48.4% | +17.9% |
| All | +65.5% | +906.2% | -840.7% | +55.8% |
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