+14.2%
ARQ vs VOO
+817.1%
-802.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +6.5% | +0.1% | +6.4% | +6.4% |
| 30D | +12.2% | +0.1% | +12.1% | +12.1% |
| 3M | -13.5% | +2.0% | -15.5% | -15.1% |
| 6M | -34.3% | +13.0% | -47.3% | -42.2% |
| YTD | -29.7% | +13.6% | -43.2% | -38.4% |
| 1Y | -68.1% | +20.1% | -88.1% | -73.4% |
| 3Y | +22.3% | +77.6% | -55.2% | -30.2% |
| 5Y | -66.2% | +82.4% | -148.7% | -81.4% |
| 10Y | -57.9% | +316.8% | -374.8% | -89.6% |
| All | +14.2% | +817.1% | -802.9% | -83.0% |
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