+30.8%
ARE vs VOO
+817.1%
-786.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +5.1% | +0.1% | +5.0% | +5.0% |
| 3M | +0.4% | +2.0% | -1.6% | -1.8% |
| 6M | +1.1% | +13.0% | -11.9% | -9.7% |
| YTD | +10.7% | +13.6% | -2.9% | -1.6% |
| 1Y | -32.6% | +20.1% | -52.7% | -43.1% |
| 3Y | -47.2% | +77.6% | -124.8% | -68.8% |
| 5Y | -68.4% | +82.4% | -150.9% | -81.8% |
| 10Y | -32.3% | +316.8% | -349.2% | -82.0% |
| All | +30.8% | +817.1% | -786.3% | -85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling