+1,461.8%
ARIS vs VOO
+325.3%
+1,136.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.1% |
| 7D | -2.5% | -0.8% | -1.8% | -2.1% |
| 30D | +10.1% | -1.1% | +11.2% | +10.9% |
| 3M | +29.4% | +3.9% | +25.5% | +26.8% |
| 6M | -0.9% | +13.6% | -14.5% | -7.1% |
| YTD | +20.4% | +12.7% | +7.7% | +13.4% |
| 1Y | +100.6% | +17.6% | +83.0% | +85.0% |
| 3Y | +798.5% | +77.3% | +721.2% | +570.6% |
| 5Y | +499.3% | +84.1% | +415.2% | +336.0% |
| All | +1,461.8% | +325.3% | +1,136.6% | +649.5% |
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