+55.9%
VZ vs ARWR
+105.6%
-49.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -0.9% |
| 7D | +2.1% | -2.9% | +5.1% | +2.1% |
| 30D | +1.4% | -5.4% | +6.8% | +1.3% |
| 3M | -1.3% | -32.2% | +31.0% | -1.6% |
| 6M | -0.5% | -26.5% | +26.0% | -0.7% |
| YTD | +19.6% | -12.4% | +32.0% | +19.5% |
| 1Y | +22.4% | +46.9% | -24.5% | +22.0% |
| 3Y | +55.9% | +116.0% | -60.1% | +56.8% |
| All | +55.9% | +105.6% | -49.7% | +56.8% |
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 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