-36.0%
ARWR vs VO
+36.5%
-72.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.4% |
| 7D | -17.7% | -0.2% | -17.5% | -18.1% |
| 30D | -21.9% | +0.5% | -22.4% | -23.2% |
| 3M | -44.5% | -1.1% | -43.4% | -43.8% |
| 6M | -32.6% | +6.4% | -39.0% | -39.7% |
| YTD | -26.2% | +13.5% | -39.7% | -40.8% |
| 1Y | +23.0% | +13.6% | +9.4% | -1.0% |
| 3Y | +81.8% | +65.2% | +16.5% | -17.9% |
| 5Y | -36.0% | +37.7% | -73.8% | -60.4% |
| All | -36.0% | +36.5% | -72.6% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling