-65.6%
ARQ vs VOO
+321.7%
-387.3%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.9% |
| 7D | -1.8% | -2.0% | +0.2% | +0.4% |
| 30D | -1.8% | -1.7% | -0.1% | +0.1% |
| 3M | -16.5% | +4.7% | -21.2% | -20.3% |
| 6M | +36.0% | +12.6% | +23.4% | +19.4% |
| YTD | -31.8% | +11.8% | -43.6% | -39.4% |
| 1Y | -68.0% | +17.5% | -85.5% | -72.8% |
| 3Y | +30.4% | +77.0% | -46.6% | -26.0% |
| 5Y | -65.4% | +82.6% | -148.0% | -81.1% |
| All | -65.6% | +321.7% | -387.3% | -91.7% |
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 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