+380.3%
AROC vs VOO
+321.7%
+58.6%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | -0.6% | -2.0% | +1.4% | +1.8% |
| 30D | -1.9% | -1.7% | -0.2% | 0.0% |
| 3M | -8.7% | +4.7% | -13.5% | -14.0% |
| 6M | -9.3% | +12.6% | -21.8% | -22.0% |
| YTD | +26.8% | +11.8% | +15.0% | +9.9% |
| 1Y | +34.5% | +17.5% | +17.0% | +9.5% |
| 3Y | +186.9% | +77.0% | +109.9% | +44.4% |
| 5Y | +452.8% | +82.6% | +370.2% | +160.7% |
| All | +380.3% | +321.7% | +58.6% | -41.0% |
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