+63.7%
ARIS vs VOO
+14.7%
+49.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.6% | +7.3% | +5.0% |
| 7D | -4.4% | -0.7% | -3.7% | -2.3% |
| 30D | -10.5% | -1.1% | -9.5% | -7.6% |
| 3M | +6.9% | -0.3% | +7.2% | +9.0% |
| 6M | -10.3% | +7.4% | -17.6% | -20.2% |
| YTD | -3.1% | +13.4% | -16.5% | -22.0% |
| 1Y | +63.7% | +14.8% | +48.9% | +28.0% |
| All | +63.7% | +14.7% | +49.1% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling