+82.3%
VOO vs ARWR
+25.7%
+56.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.5% | -0.1% |
| 7D | -0.4% | -3.2% | +2.8% | 0.0% |
| 30D | -1.4% | -6.5% | +5.1% | -0.7% |
| 3M | +3.7% | +12.7% | -9.0% | +1.9% |
| 6M | +13.0% | +36.2% | -23.2% | +8.2% |
| YTD | +12.4% | +24.5% | -12.0% | +8.4% |
| 1Y | +18.6% | +198.0% | -179.4% | +1.7% |
| 3Y | +78.1% | +176.4% | -98.3% | +44.4% |
| 5Y | +82.3% | +26.6% | +55.7% | +55.9% |
| All | +82.3% | +25.7% | +56.6% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling