-39.4%
ARR vs VOO
+817.1%
-856.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.7% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -0.3% | +0.1% | -0.3% | -0.3% |
| 3M | -0.9% | +2.0% | -2.9% | -2.7% |
| 6M | -0.2% | +13.0% | -13.2% | -10.0% |
| YTD | +3.2% | +13.6% | -10.4% | -7.5% |
| 1Y | +24.0% | +20.1% | +4.0% | +5.9% |
| 3Y | +11.0% | +77.6% | -66.5% | -32.3% |
| 5Y | -29.9% | +82.4% | -112.3% | -58.6% |
| 10Y | -42.6% | +316.8% | -359.4% | -81.1% |
| All | -39.4% | +817.1% | -856.5% | -87.4% |
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