+166.2%
ARDX vs VOO
+80.3%
+85.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.0% |
| 7D | -2.4% | -2.0% | -0.4% | -0.1% |
| 30D | -8.1% | -1.7% | -6.5% | -6.3% |
| 3M | -35.5% | +4.7% | -40.2% | -39.3% |
| 6M | -40.8% | +12.6% | -53.4% | -49.1% |
| YTD | -37.9% | +11.8% | -49.7% | -46.2% |
| 1Y | -45.5% | +17.5% | -63.0% | -55.6% |
| 3Y | -21.1% | +77.0% | -98.1% | -63.1% |
| 5Y | +166.2% | +82.6% | +83.6% | +16.9% |
| All | +166.2% | +80.3% | +85.8% | +16.9% |
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