+72.4%
ARL vs VOO
+817.1%
-744.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.7% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +4.1% | +0.1% | +4.0% | +4.1% |
| 3M | +8.3% | +2.0% | +6.3% | +7.1% |
| 6M | -11.6% | +13.0% | -24.6% | -17.6% |
| YTD | -2.9% | +13.6% | -16.4% | -9.8% |
| 1Y | -1.6% | +20.1% | -21.7% | -11.5% |
| 3Y | -22.0% | +77.6% | -99.5% | -43.3% |
| 5Y | +34.9% | +82.4% | -47.5% | -4.6% |
| 10Y | +177.1% | +316.8% | -139.8% | +38.7% |
| All | +72.4% | +817.1% | -744.7% | -31.6% |
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