+148.1%
ARL vs VOO
+325.3%
-177.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.5% |
| 7D | +3.1% | -0.8% | +3.8% | +3.7% |
| 30D | +7.1% | -1.1% | +8.1% | +8.0% |
| 3M | +5.5% | +3.9% | +1.6% | +2.7% |
| 6M | -0.9% | +13.6% | -14.6% | -9.6% |
| YTD | +0.1% | +12.7% | -12.6% | -8.1% |
| 1Y | -4.3% | +17.6% | -21.9% | -14.7% |
| 3Y | -10.4% | +77.3% | -87.7% | -39.9% |
| 5Y | +50.7% | +84.1% | -33.4% | -3.1% |
| All | +148.1% | +325.3% | -177.1% | -2.9% |
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