+31.3%
ARR vs VOO
+78.4%
-47.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -0.4% |
| 7D | +2.9% | +0.1% | +2.8% | +2.7% |
| 30D | -4.3% | -3.3% | -1.0% | -2.0% |
| 3M | -19.7% | -2.4% | -17.3% | -18.3% |
| 6M | -20.7% | +2.6% | -23.3% | -22.5% |
| YTD | -16.7% | +11.3% | -27.9% | -23.6% |
| 1Y | -9.8% | +13.4% | -23.3% | -18.6% |
| 3Y | +31.3% | +80.3% | -49.0% | -29.8% |
| All | +31.3% | +78.4% | -47.1% | -29.8% |
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