+29.2%
ARWR vs VO
+43.2%
-14.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -0.5% |
| 7D | +2.9% | +0.6% | +2.2% | +1.8% |
| 30D | -2.9% | -1.1% | -1.8% | -1.2% |
| 3M | +15.2% | +4.5% | +10.7% | +6.7% |
| 6M | +42.3% | +11.1% | +31.2% | +19.3% |
| YTD | +28.2% | +13.5% | +14.7% | +3.4% |
| 1Y | +213.2% | +14.5% | +198.8% | +150.4% |
| 3Y | +184.6% | +58.1% | +126.5% | +38.3% |
| 5Y | +29.2% | +43.3% | -14.0% | -23.5% |
| All | +29.2% | +43.2% | -14.0% | -23.5% |
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