+981.0%
ARWR vs VO
+197.6%
+783.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -17.8% | +3.1% | -20.9% | -22.4% |
| 30D | -18.1% | +2.2% | -20.3% | -21.4% |
| 3M | -44.2% | -2.5% | -41.7% | -42.2% |
| 6M | -38.6% | +7.0% | -45.6% | -45.1% |
| YTD | -28.0% | +14.0% | -42.0% | -41.4% |
| 1Y | +16.1% | +15.6% | +0.5% | -7.2% |
| 3Y | +84.0% | +66.2% | +17.8% | -11.9% |
| 5Y | -35.4% | +36.6% | -72.0% | -56.7% |
| All | +981.0% | +197.6% | +783.4% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling