+44.3%
AR vs VOO
+315.3%
-271.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | +5.5% | -1.4% | +6.9% | +7.0% |
| 3M | +12.9% | +3.7% | +9.1% | +7.5% |
| 6M | +0.1% | +13.0% | -13.0% | -14.2% |
| YTD | +13.5% | +12.4% | +1.1% | -2.4% |
| 1Y | +21.6% | +18.6% | +3.0% | -1.6% |
| 3Y | +46.0% | +78.1% | -32.1% | -25.6% |
| 5Y | +143.7% | +82.3% | +61.5% | +21.6% |
| 10Y | +44.3% | +322.5% | -278.2% | -73.4% |
| All | +44.3% | +315.3% | -271.0% | -73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling