+1,047.5%
ARWR vs VO
+200.3%
+847.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.1% |
| 7D | -4.0% | -1.5% | -2.5% | -1.7% |
| 30D | -5.0% | -3.0% | -2.0% | -0.4% |
| 3M | +11.3% | +2.8% | +8.5% | +6.5% |
| 6M | +42.6% | +10.9% | +31.7% | +21.9% |
| YTD | +24.8% | +12.5% | +12.3% | +4.4% |
| 1Y | +178.8% | +12.0% | +166.8% | +136.0% |
| 3Y | +183.3% | +56.3% | +127.1% | +50.8% |
| 5Y | +29.5% | +42.9% | -13.5% | -17.7% |
| All | +1,047.5% | +200.3% | +847.2% | +155.0% |
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