+22.4%
VZ vs ARWR
-38.4%
+60.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | 0.0% |
| 7D | +0.9% | -17.9% | +18.9% | +1.2% |
| 30D | +6.9% | -18.9% | +25.8% | +7.3% |
| 3M | +0.6% | -46.0% | +46.6% | +1.7% |
| 6M | +0.3% | -40.3% | +40.7% | +1.1% |
| YTD | +21.9% | -29.0% | +50.9% | +22.1% |
| 1Y | +21.7% | +13.8% | +7.9% | +19.8% |
| 3Y | +58.5% | +74.9% | -16.4% | +51.2% |
| 5Y | +22.4% | -36.2% | +58.7% | +13.3% |
| All | +22.4% | -38.4% | +60.8% | +13.3% |
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