+182.6%
ARWR vs VO
+56.0%
+126.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -1.4% |
| 7D | -3.2% | -0.6% | -2.6% | -2.1% |
| 30D | -6.5% | -1.9% | -4.5% | -3.1% |
| 3M | +12.7% | +3.3% | +9.4% | +6.1% |
| 6M | +36.2% | +9.7% | +26.5% | +14.9% |
| YTD | +24.5% | +12.6% | +11.9% | -0.2% |
| 1Y | +198.0% | +13.6% | +184.3% | +135.6% |
| All | +182.6% | +56.0% | +126.5% | +18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling