+138.9%
ARL vs VOO
+800.4%
-661.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.4% | -5.3% | -5.5% |
| 7D | -3.8% | +2.6% | -6.4% | -5.2% |
| 30D | +33.2% | -2.0% | +35.2% | +34.7% |
| 3M | +41.7% | -2.8% | +44.4% | +44.1% |
| 6M | +65.9% | +2.2% | +63.8% | +64.0% |
| YTD | +34.6% | +11.5% | +23.1% | +26.4% |
| 1Y | +36.6% | +13.5% | +23.1% | +26.9% |
| 3Y | +67.9% | +78.1% | -10.2% | +21.9% |
| 5Y | +85.9% | +73.1% | +12.8% | +35.3% |
| 10Y | +184.8% | +310.7% | -125.9% | +44.0% |
| All | +138.9% | +800.4% | -661.6% | -4.2% |
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