-29.5%
ARWR vs VO
+833.6%
-863.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.6% |
| 7D | -19.9% | +0.2% | -20.2% | -20.5% |
| 30D | -18.7% | +2.0% | -20.7% | -20.8% |
| 3M | -44.7% | -0.3% | -44.4% | -44.7% |
| 6M | -36.5% | +7.3% | -43.8% | -41.2% |
| YTD | -25.7% | +15.0% | -40.6% | -35.7% |
| 1Y | +18.9% | +14.7% | +4.2% | +3.5% |
| 3Y | +83.1% | +67.3% | +15.8% | +12.7% |
| 5Y | -34.9% | +38.8% | -73.7% | -49.5% |
| 10Y | +1,080.9% | +201.6% | +879.3% | +406.7% |
| All | -29.5% | +833.6% | -863.1% | -84.4% |
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 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