-51.0%
ARR vs VOO
+798.5%
-849.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -0.6% |
| 7D | +2.9% | +0.1% | +2.8% | +2.7% |
| 30D | -4.3% | -3.3% | -1.0% | -1.8% |
| 3M | -19.7% | -2.4% | -17.3% | -18.2% |
| 6M | -20.7% | +2.6% | -23.3% | -22.7% |
| YTD | -16.7% | +11.3% | -27.9% | -24.2% |
| 1Y | -9.8% | +13.4% | -23.3% | -19.3% |
| 3Y | +31.3% | +80.3% | -49.0% | -21.3% |
| 5Y | -43.5% | +72.7% | -116.2% | -65.1% |
| 10Y | -56.2% | +310.0% | -366.2% | -85.4% |
| All | -51.0% | +798.5% | -849.5% | -89.7% |
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 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