+21.4%
VZ vs ARWR
-40.7%
+62.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -15.3% | +16.1% | +1.1% |
| 7D | +2.2% | -17.3% | +19.6% | +2.5% |
| 30D | +10.6% | -21.5% | +32.1% | +11.0% |
| 3M | -0.6% | -43.8% | +43.2% | +0.4% |
| 6M | +0.7% | -32.3% | +33.0% | +1.2% |
| YTD | +20.6% | -25.8% | +46.4% | +20.7% |
| 1Y | +22.7% | +25.5% | -2.8% | +20.6% |
| 3Y | +57.2% | +84.1% | -26.9% | +49.8% |
| 5Y | +21.4% | -39.2% | +60.6% | +12.0% |
| All | +21.4% | -40.7% | +62.1% | +12.0% |
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