-19.7%
ARDX vs VOO
+77.0%
-96.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | 0.0% | -0.4% | +0.4% | +0.3% |
| 30D | -5.0% | -1.4% | -3.6% | -3.7% |
| 3M | -32.1% | +3.7% | -35.9% | -34.9% |
| 6M | -38.4% | +13.0% | -51.4% | -46.2% |
| YTD | -34.8% | +12.4% | -47.3% | -42.9% |
| 1Y | -42.1% | +18.6% | -60.7% | -52.0% |
| All | -19.7% | +77.0% | -96.6% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling