+52.2%
ARQ vs VOO
+78.5%
-26.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.3% |
| 7D | +25.7% | +2.6% | +23.1% | +22.7% |
| 30D | +64.8% | -2.0% | +66.8% | +66.7% |
| 3M | +39.5% | -2.8% | +42.2% | +42.5% |
| 6M | +24.7% | +2.2% | +22.5% | +20.0% |
| YTD | -2.8% | +11.5% | -14.3% | -16.4% |
| 1Y | -10.9% | +13.5% | -24.4% | -25.1% |
| 3Y | +52.2% | +78.1% | -25.9% | -9.5% |
| All | +52.2% | +78.5% | -26.3% | -9.5% |
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