+162.8%
ARLP vs VOO
+314.4%
-151.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.4% |
| 7D | +2.8% | -0.9% | +3.7% | +3.5% |
| 30D | +3.9% | -2.3% | +6.3% | +5.9% |
| 3M | +4.6% | -1.2% | +5.8% | +5.4% |
| 6M | +7.7% | +3.3% | +4.3% | +3.8% |
| YTD | +19.8% | +12.3% | +7.5% | +6.3% |
| 1Y | +12.7% | +12.5% | +0.2% | -0.2% |
| 3Y | +57.5% | +79.2% | -21.6% | -14.3% |
| 5Y | +290.5% | +75.7% | +214.8% | +111.6% |
| 10Y | +162.8% | +313.7% | -150.9% | -41.8% |
| All | +162.8% | +314.4% | -151.6% | -41.8% |
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