+60.5%
VZ vs ARWR
+1,117.8%
-1,057.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +0.1% | +1.7% | -1.6% | 0.0% |
| 30D | +7.9% | -0.7% | +8.6% | +7.9% |
| 3M | +13.6% | +14.9% | -1.2% | +13.2% |
| 6M | +1.1% | +32.6% | -31.5% | +0.3% |
| YTD | +29.3% | +30.0% | -0.8% | +28.3% |
| 1Y | +21.2% | +208.4% | -187.1% | +17.7% |
| 3Y | +75.9% | +208.8% | -132.9% | +68.9% |
| 5Y | +24.1% | +27.8% | -3.7% | +20.2% |
| All | +60.5% | +1,117.8% | -1,057.3% | +49.7% |
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