-32.6%
ARWR vs VO
+825.5%
-858.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -3.6% |
| 7D | -17.9% | +2.9% | -20.9% | -20.9% |
| 30D | -18.9% | +1.0% | -19.9% | -20.1% |
| 3M | -46.0% | -1.7% | -44.2% | -45.1% |
| 6M | -40.3% | +6.7% | -47.0% | -44.4% |
| YTD | -29.0% | +14.0% | -43.0% | -37.9% |
| 1Y | +13.8% | +13.7% | +0.2% | 0.0% |
| 3Y | +74.9% | +65.8% | +9.1% | +8.7% |
| 5Y | -36.2% | +36.6% | -72.8% | -49.8% |
| 10Y | +1,028.0% | +198.9% | +829.1% | +388.7% |
| All | -32.6% | +825.5% | -858.1% | -85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling