-95.6%
ARIS vs VOO
+776.9%
-872.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | 0.0% |
| 7D | +5.9% | +0.5% | +5.3% | +5.6% |
| 30D | +14.8% | -0.9% | +15.8% | +15.6% |
| 3M | +28.9% | +3.9% | +25.0% | +26.4% |
| 6M | +3.4% | +14.5% | -11.2% | -3.8% |
| YTD | +23.1% | +13.0% | +10.2% | +15.7% |
| 1Y | +116.7% | +19.4% | +97.3% | +97.6% |
| 3Y | +845.1% | +78.9% | +766.3% | +589.7% |
| 5Y | +472.4% | +82.3% | +390.1% | +310.9% |
| 10Y | +1,327.8% | +314.2% | +1,013.6% | +553.6% |
| All | -95.6% | +776.9% | -872.5% | -99.2% |
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