-34.5%
ARE vs VOO
+321.7%
-356.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -5.9% | -2.0% | -4.0% | -4.2% |
| 30D | +3.0% | -1.7% | +4.7% | +4.5% |
| 3M | -4.0% | +4.7% | -8.8% | -8.3% |
| 6M | -0.1% | +12.6% | -12.6% | -10.3% |
| YTD | +4.2% | +11.8% | -7.5% | -5.8% |
| 1Y | -37.4% | +17.5% | -54.9% | -46.1% |
| 3Y | -49.5% | +77.0% | -126.4% | -69.9% |
| 5Y | -69.0% | +82.6% | -151.6% | -82.1% |
| All | -34.5% | +321.7% | -356.2% | -82.2% |
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