+258.1%
ARWR vs VLTO
+26.2%
+231.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +2.9% | -1.6% | +4.4% | +3.5% |
| 30D | -2.9% | -2.9% | 0.0% | -1.8% |
| 3M | +15.2% | +12.7% | +2.6% | +8.9% |
| 6M | +42.3% | +1.6% | +40.7% | +40.8% |
| YTD | +28.2% | -4.0% | +32.2% | +29.9% |
| 1Y | +213.2% | -10.2% | +223.4% | +226.0% |
| All | +258.1% | +26.2% | +231.9% | +270.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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