+22.5%
ARDC vs VOO
+81.6%
-59.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.1% |
| 7D | -0.6% | -0.4% | -0.3% | -0.5% |
| 30D | -0.8% | -1.4% | +0.6% | -0.2% |
| 3M | +0.7% | +3.7% | -3.0% | -0.9% |
| 6M | +5.9% | +13.0% | -7.1% | +0.5% |
| YTD | -0.9% | +12.4% | -13.4% | -5.8% |
| 1Y | -8.1% | +18.6% | -26.7% | -14.7% |
| 3Y | +29.5% | +78.1% | -48.5% | +0.2% |
| 5Y | +22.5% | +82.3% | -59.7% | -8.4% |
| All | +22.5% | +81.6% | -59.1% | -8.4% |
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