+57.3%
VZ vs ARWR
+103.1%
-45.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.8% | +6.7% | -0.2% |
| 7D | +5.6% | -5.0% | +10.6% | +5.6% |
| 30D | +1.9% | -6.6% | +8.5% | +1.8% |
| 3M | +0.8% | -33.9% | +34.7% | +0.5% |
| 6M | +0.6% | -23.3% | +23.9% | +0.4% |
| YTD | +20.8% | -13.5% | +34.2% | +20.6% |
| 1Y | +23.9% | +42.5% | -18.6% | +23.5% |
| All | +57.3% | +103.1% | -45.8% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling