+22.5%
ARB vs VOO
+75.2%
-52.7%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | 0.0% | -0.9% | +0.9% | +0.1% |
| 30D | +0.3% | -2.3% | +2.7% | +0.5% |
| 3M | +1.6% | -1.2% | +2.7% | +1.7% |
| 6M | +2.4% | +3.3% | -0.9% | +2.1% |
| YTD | +3.7% | +12.3% | -8.6% | +2.6% |
| 1Y | +4.3% | +12.5% | -8.2% | +3.2% |
| 3Y | +16.7% | +79.2% | -62.4% | +10.3% |
| All | +22.5% | +75.2% | -52.7% | +14.7% |
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