-51.9%
AREC vs VOO
+75.1%
-127.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -2.4% |
| 7D | +7.9% | -0.9% | +8.8% | +9.6% |
| 30D | -28.3% | -2.3% | -26.0% | -25.6% |
| 3M | -62.4% | -1.2% | -61.2% | -61.6% |
| 6M | -55.4% | +3.3% | -58.8% | -56.8% |
| YTD | -56.0% | +12.3% | -68.3% | -61.8% |
| 1Y | -71.6% | +12.5% | -84.1% | -75.2% |
| 3Y | -15.4% | +79.2% | -94.6% | -61.4% |
| 5Y | -51.9% | +75.7% | -127.6% | -76.7% |
| All | -51.9% | +75.1% | -127.1% | -76.7% |
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 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