+3.0%
AREC vs VOO
+18.2%
-15.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -4.8% |
| 7D | -11.9% | -0.8% | -11.2% | -9.8% |
| 30D | -22.4% | -1.1% | -21.3% | -19.7% |
| 3M | +0.1% | +3.9% | -3.7% | -10.1% |
| 6M | -37.4% | +13.6% | -51.0% | -55.3% |
| YTD | -12.4% | +12.7% | -25.1% | -36.4% |
| 1Y | +3.0% | +17.6% | -14.6% | -37.1% |
| All | +3.0% | +18.2% | -15.2% | -37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling