+107.2%
ARWR vs VLTO
+56.1%
+51.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +0.8% | -16.2% | -15.6% |
| 7D | -17.3% | +2.0% | -19.4% | -18.0% |
| 30D | -21.5% | +21.8% | -43.3% | -27.6% |
| 3M | -43.8% | +20.2% | -64.0% | -47.9% |
| 6M | -32.3% | +36.3% | -68.6% | -40.8% |
| YTD | -25.8% | +18.8% | -44.7% | -31.1% |
| 1Y | +25.5% | +20.4% | +5.1% | +15.1% |
| 3Y | +84.1% | +71.9% | +12.2% | +77.9% |
| All | +107.2% | +56.1% | +51.0% | +96.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling