+467.7%
AROC vs VOO
+81.6%
+386.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +2.0% | -0.4% | +2.4% | +2.4% |
| 30D | -0.5% | -1.4% | +0.9% | +0.7% |
| 3M | -5.7% | +3.7% | -9.4% | -9.2% |
| 6M | -7.1% | +13.0% | -20.2% | -17.9% |
| YTD | +29.2% | +12.4% | +16.7% | +14.7% |
| 1Y | +41.0% | +18.6% | +22.4% | +18.8% |
| 3Y | +192.2% | +78.1% | +114.2% | +76.4% |
| 5Y | +467.7% | +82.3% | +385.4% | +234.9% |
| All | +467.7% | +81.6% | +386.1% | +234.9% |
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