+21.8%
VZ vs ARWR
-34.9%
+56.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.4% |
| 7D | +1.5% | -17.8% | +19.3% | +1.8% |
| 30D | +4.4% | -18.1% | +22.5% | +4.7% |
| 3M | -2.4% | -44.2% | +41.8% | -1.3% |
| 6M | +1.4% | -38.6% | +40.1% | +2.1% |
| YTD | +21.4% | -28.0% | +49.4% | +21.6% |
| 1Y | +20.3% | +16.1% | +4.1% | +18.4% |
| 3Y | +57.4% | +84.0% | -26.6% | +49.6% |
| All | +21.8% | -34.9% | +56.7% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling