+291.2%
ARLP vs VOO
+74.6%
+216.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +5.1% | +3.3% | +1.8% | +3.6% |
| 30D | +2.9% | -2.7% | +5.5% | +4.0% |
| 3M | +3.2% | -1.7% | +4.9% | +3.9% |
| 6M | +5.0% | +3.1% | +1.9% | +3.3% |
| YTD | +19.9% | +11.9% | +7.9% | +13.2% |
| 1Y | +11.3% | +12.1% | -0.8% | +5.0% |
| 3Y | +57.7% | +78.6% | -20.9% | +14.3% |
| 5Y | +291.2% | +73.8% | +217.4% | +179.2% |
| All | +291.2% | +74.6% | +216.6% | +179.2% |
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 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