+146.8%
AREC vs VOO
+267.9%
-121.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +15.3% | +0.1% | +15.3% | +15.4% |
| 3M | +3.7% | +2.0% | +1.7% | +3.3% |
| 6M | -23.4% | +13.0% | -36.4% | -25.7% |
| YTD | -0.5% | +13.6% | -14.1% | -3.6% |
| 1Y | +32.0% | +20.1% | +11.9% | +26.7% |
| 3Y | +81.4% | +77.6% | +3.9% | +67.5% |
| 5Y | +3.2% | +82.4% | -79.2% | -12.0% |
| All | +146.8% | +267.9% | -121.1% | -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 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