-55.4%
AREC vs VOO
+3.7%
-59.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -3.6% |
| 7D | +7.9% | -0.9% | +8.8% | +9.9% |
| 30D | -28.3% | -2.3% | -26.0% | -23.6% |
| 3M | -62.4% | -1.2% | -61.2% | -61.3% |
| 6M | -55.4% | +3.3% | -58.8% | -59.7% |
| All | -55.4% | +3.7% | -59.2% | -59.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling