+14.7%
ARHS vs VOO
+74.5%
-59.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.8% | -6.6% |
| 7D | +4.5% | +3.3% | +1.2% | -0.2% |
| 30D | +40.8% | -2.7% | +43.5% | +46.4% |
| 3M | +40.1% | -1.7% | +41.8% | +44.0% |
| 6M | +129.2% | +3.1% | +126.0% | +119.8% |
| YTD | +26.6% | +11.9% | +14.6% | +8.1% |
| 1Y | +52.7% | +12.1% | +40.6% | +30.1% |
| 3Y | +73.7% | +78.6% | -4.8% | -23.7% |
| 5Y | +28.7% | +73.8% | -45.1% | -39.2% |
| All | +14.7% | +74.5% | -59.8% | -45.9% |
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