+9.2%
AREC vs VOO
+263.8%
-254.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -0.9% |
| 7D | +7.9% | -0.9% | +8.8% | +8.4% |
| 30D | -28.3% | -2.3% | -26.0% | -27.7% |
| 3M | -62.4% | -1.2% | -61.2% | -62.1% |
| 6M | -55.4% | +3.3% | -58.8% | -55.6% |
| YTD | -56.0% | +12.3% | -68.3% | -57.1% |
| 1Y | -71.6% | +12.5% | -84.1% | -72.3% |
| 3Y | -15.4% | +79.2% | -94.6% | -21.6% |
| 5Y | -51.9% | +75.7% | -127.6% | -59.4% |
| All | +9.2% | +263.8% | -254.6% | -99.9% |
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