-96.5%
ARIS vs VOO
+765.8%
-862.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -5.7% | +2.6% | -8.3% | -7.2% |
| 30D | -9.2% | -2.0% | -7.2% | -7.8% |
| 3M | -15.2% | -2.8% | -12.4% | -13.3% |
| 6M | -25.1% | +2.2% | -27.3% | -25.3% |
| YTD | -9.1% | +11.5% | -20.6% | -13.5% |
| 1Y | +29.8% | +13.5% | +16.3% | +22.3% |
| 3Y | +575.8% | +78.1% | +497.8% | +396.6% |
| 5Y | +261.2% | +73.1% | +188.0% | +167.7% |
| 10Y | +1,541.4% | +310.7% | +1,230.7% | +657.8% |
| All | -96.5% | +765.8% | -862.4% | -99.4% |
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