+495.3%
ARIS vs VOO
+80.3%
+415.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | -5.5% | -2.0% | -3.6% | -3.8% |
| 30D | +11.9% | -1.7% | +13.6% | +13.8% |
| 3M | +36.5% | +4.7% | +31.8% | +31.7% |
| 6M | -2.7% | +12.6% | -15.3% | -10.7% |
| YTD | +19.6% | +11.8% | +7.8% | +10.5% |
| 1Y | +102.0% | +17.5% | +84.4% | +80.0% |
| 3Y | +885.9% | +77.0% | +808.9% | +547.3% |
| 5Y | +495.3% | +82.6% | +412.7% | +277.0% |
| All | +495.3% | +80.3% | +415.0% | +277.0% |
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 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