+696.6%
VZ vs ARWR
-98.0%
+794.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.8% | +6.7% | -0.1% |
| 7D | +5.6% | -5.0% | +10.6% | +5.7% |
| 30D | +1.9% | -6.6% | +8.5% | +1.9% |
| 3M | +0.8% | -33.9% | +34.7% | +1.0% |
| 6M | +0.6% | -23.3% | +23.9% | +0.7% |
| YTD | +20.8% | -13.5% | +34.2% | +20.8% |
| 1Y | +23.9% | +42.5% | -18.6% | +23.6% |
| 3Y | +55.7% | +104.1% | -48.4% | +54.7% |
| 5Y | +21.5% | -28.8% | +50.4% | +21.2% |
| 10Y | +68.5% | +911.6% | -843.2% | +64.9% |
| All | +696.6% | -98.0% | +794.6% | +591.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling