+16.6%
ARHS vs VOO
+73.8%
-57.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.3% |
| 7D | -3.1% | +2.6% | -5.7% | -6.6% |
| 30D | +47.8% | -2.0% | +49.8% | +52.0% |
| 3M | +41.8% | -2.8% | +44.5% | +48.0% |
| 6M | +134.2% | +2.2% | +132.1% | +127.8% |
| YTD | +28.7% | +11.5% | +17.2% | +10.5% |
| 1Y | +57.3% | +13.5% | +43.8% | +31.6% |
| 3Y | +76.5% | +78.1% | -1.6% | -22.2% |
| 5Y | +30.9% | +73.1% | -42.3% | -37.9% |
| All | +16.6% | +73.8% | -57.2% | -44.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling