+117.3%
AREC vs VOO
+265.1%
-147.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.6% |
| 7D | -11.9% | -0.8% | -11.2% | -11.7% |
| 30D | -22.4% | -1.1% | -21.3% | -22.1% |
| 3M | +0.1% | +3.9% | -3.7% | -0.9% |
| 6M | -37.4% | +13.6% | -51.0% | -39.3% |
| YTD | -12.4% | +12.7% | -25.1% | -14.8% |
| 1Y | +3.0% | +17.6% | -14.6% | -0.6% |
| 3Y | +76.7% | +77.3% | -0.6% | +63.4% |
| 5Y | -5.5% | +84.1% | -89.6% | -18.4% |
| All | +117.3% | +265.1% | -147.7% | -99.7% |
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 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