+193.2%
AROC vs VOO
+77.0%
+116.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | +2.0% | -0.4% | +2.4% | +2.4% |
| 30D | -0.5% | -1.4% | +0.9% | +1.0% |
| 3M | -5.7% | +3.7% | -9.4% | -9.9% |
| 6M | -7.1% | +13.0% | -20.2% | -20.3% |
| YTD | +29.2% | +12.4% | +16.7% | +11.4% |
| 1Y | +41.0% | +18.6% | +22.4% | +13.4% |
| All | +193.2% | +77.0% | +116.2% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling