+71.6%
VZ vs ARWR
+1,021.8%
-950.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | +0.9% | -19.9% | +20.9% | +1.3% |
| 30D | +8.9% | -18.7% | +27.7% | +9.3% |
| 3M | +0.1% | -44.7% | +44.8% | +1.1% |
| 6M | +1.9% | -36.5% | +38.4% | +2.6% |
| YTD | +22.0% | -25.7% | +47.7% | +22.3% |
| 1Y | +22.1% | +18.9% | +3.2% | +20.9% |
| 3Y | +58.7% | +83.1% | -24.4% | +53.8% |
| 5Y | +22.3% | -34.9% | +57.2% | +19.9% |
| 10Y | +71.6% | +1,080.9% | -1,009.2% | +59.9% |
| All | +71.6% | +1,021.8% | -950.2% | +59.9% |
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