+23.3%
ARWR vs VO
+827.2%
-803.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | 0.0% |
| 7D | +1.7% | -0.3% | +2.0% | +2.0% |
| 30D | -0.7% | -0.3% | -0.3% | -0.3% |
| 3M | +14.9% | +2.9% | +11.9% | +11.5% |
| 6M | +32.6% | +9.3% | +23.3% | +21.4% |
| YTD | +30.0% | +14.2% | +15.9% | +13.7% |
| 1Y | +208.4% | +15.3% | +193.1% | +168.1% |
| 3Y | +208.8% | +56.2% | +152.6% | +104.7% |
| 5Y | +27.8% | +42.4% | -14.6% | -2.6% |
| 10Y | +1,107.6% | +194.7% | +912.8% | +428.8% |
| All | +23.3% | +827.2% | -803.9% | -72.5% |
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 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