+40.8%
ARL vs VOO
+81.6%
-40.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.4% | +4.3% |
| 7D | -2.7% | -0.4% | -2.3% | -2.4% |
| 30D | +3.0% | -1.4% | +4.4% | +4.0% |
| 3M | +3.5% | +3.7% | -0.3% | +1.0% |
| 6M | -10.3% | +13.0% | -23.3% | -17.1% |
| YTD | -3.4% | +12.4% | -15.8% | -10.4% |
| 1Y | -3.0% | +18.6% | -21.6% | -12.9% |
| 3Y | -14.1% | +78.1% | -92.1% | -37.7% |
| 5Y | +40.8% | +82.3% | -41.4% | -2.5% |
| All | +40.8% | +81.6% | -40.7% | -2.5% |
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 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