-27.5%
ARWR vs VOO
+72.6%
-100.1%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +2.0% |
| 7D | -17.8% | +2.6% | -20.4% | -21.9% |
| 30D | -18.1% | -2.0% | -16.2% | -15.9% |
| 3M | -44.2% | -2.8% | -41.4% | -41.8% |
| 6M | -38.6% | +2.2% | -40.8% | -41.2% |
| YTD | -28.0% | +11.5% | -39.6% | -40.4% |
| 1Y | +16.1% | +13.5% | +2.6% | -6.2% |
| 3Y | +84.0% | +78.1% | +5.9% | -27.3% |
| All | -27.5% | +72.6% | -100.1% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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