+322.5%
VOO vs ARWR
+978.7%
-656.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.5% | -0.2% |
| 7D | -0.4% | -3.2% | +2.8% | -0.1% |
| 30D | -1.4% | -6.5% | +5.1% | -0.8% |
| 3M | +3.7% | +12.7% | -9.0% | +2.3% |
| 6M | +13.0% | +36.2% | -23.2% | +9.3% |
| YTD | +12.4% | +24.5% | -12.0% | +9.4% |
| 1Y | +18.6% | +198.0% | -179.4% | +5.8% |
| 3Y | +78.1% | +176.4% | -98.3% | +53.3% |
| 5Y | +82.3% | +26.6% | +55.7% | +62.9% |
| 10Y | +322.5% | +1,054.1% | -731.5% | +222.8% |
| All | +322.5% | +978.7% | -656.2% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling