+20.2%
VZ vs ARWR
-28.9%
+49.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.2% | -1.0% |
| 7D | +2.1% | -2.9% | +5.1% | +2.2% |
| 30D | +1.4% | -5.4% | +6.8% | +1.5% |
| 3M | -1.3% | -32.2% | +31.0% | -0.5% |
| 6M | -0.5% | -26.5% | +26.0% | -0.1% |
| YTD | +19.6% | -12.4% | +32.0% | +19.4% |
| 1Y | +22.4% | +46.9% | -24.5% | +19.9% |
| 3Y | +55.9% | +116.0% | -60.1% | +48.2% |
| All | +20.2% | -28.9% | +49.1% | +10.7% |
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