+251.7%
ARLP vs VOO
+777.9%
-526.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.2% |
| 7D | -6.4% | -2.7% | -3.7% | -4.3% |
| 30D | +1.6% | -5.4% | +7.0% | +6.4% |
| 3M | +1.1% | -4.1% | +5.2% | +4.5% |
| 6M | +2.1% | +0.7% | +1.4% | +0.7% |
| YTD | +15.7% | +8.7% | +7.0% | +5.9% |
| 1Y | +10.2% | +11.0% | -0.8% | -1.1% |
| 3Y | +48.8% | +75.5% | -26.7% | -15.4% |
| 5Y | +252.0% | +68.4% | +183.7% | +103.4% |
| 10Y | +167.5% | +315.7% | -148.2% | -32.4% |
| All | +251.7% | +777.9% | -526.2% | -50.1% |
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