+13.6%
ARI vs VOO
+72.6%
-58.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | 0.0% | +2.6% | -2.6% | -2.6% |
| 30D | +0.9% | -2.0% | +2.9% | +2.9% |
| 3M | -7.8% | -2.8% | -5.1% | -5.4% |
| 6M | -9.7% | +2.2% | -11.9% | -12.2% |
| YTD | +4.6% | +11.5% | -6.9% | -7.2% |
| 1Y | +4.9% | +13.5% | -8.6% | -8.8% |
| 3Y | +27.3% | +78.1% | -50.8% | -35.4% |
| All | +13.6% | +72.6% | -58.9% | -44.3% |
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