-28.7%
ARHS vs VOO
+75.3%
-103.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | 0.0% |
| 7D | -0.2% | -0.4% | +0.1% | +0.3% |
| 30D | -10.9% | -1.4% | -9.5% | -9.2% |
| 3M | +25.9% | +3.7% | +22.2% | +19.3% |
| 6M | +19.7% | +13.0% | +6.7% | +0.3% |
| YTD | -21.3% | +12.4% | -33.7% | -33.4% |
| 1Y | -21.0% | +18.6% | -39.6% | -38.2% |
| 3Y | -4.7% | +78.1% | -82.7% | -58.0% |
| All | -28.7% | +75.3% | -103.9% | -66.6% |
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 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