+83.7%
ARTNA vs VOO
+315.3%
-231.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | +2.1% | -0.4% | +2.5% | +2.3% |
| 30D | +6.5% | -1.4% | +7.9% | +7.1% |
| 3M | +11.7% | +3.7% | +8.0% | +9.8% |
| 6M | +10.1% | +13.0% | -2.9% | +4.1% |
| YTD | +18.8% | +12.4% | +6.4% | +12.6% |
| 1Y | +14.5% | +18.6% | -4.1% | +5.8% |
| 3Y | -11.5% | +78.1% | -89.5% | -33.5% |
| 5Y | +11.6% | +82.3% | -70.7% | -18.5% |
| 10Y | +83.7% | +322.5% | -238.9% | -29.7% |
| All | +83.7% | +315.3% | -231.6% | -29.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling