+163.8%
AROC vs VOO
+817.1%
-653.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.9% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | -3.7% | +0.1% | -3.7% | -3.8% |
| 3M | -5.4% | +2.0% | -7.4% | -8.6% |
| 6M | -10.6% | +13.0% | -23.7% | -25.8% |
| YTD | +28.1% | +13.6% | +14.5% | +5.4% |
| 1Y | +32.1% | +20.1% | +12.0% | +0.1% |
| 3Y | +178.9% | +77.6% | +101.3% | +20.7% |
| 5Y | +431.0% | +82.4% | +348.6% | +111.0% |
| 10Y | +378.9% | +316.8% | +62.0% | -53.3% |
| All | +163.8% | +817.1% | -653.3% | -93.2% |
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 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