+14.5%
ARTNA vs VOO
+18.9%
-4.4%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +2.1% | -0.4% | +2.5% | +2.1% |
| 30D | +6.5% | -1.4% | +7.9% | +6.4% |
| 3M | +11.7% | +3.7% | +8.0% | +12.1% |
| 6M | +10.1% | +13.0% | -2.9% | +10.8% |
| YTD | +18.8% | +12.4% | +6.4% | +19.9% |
| 1Y | +14.5% | +18.6% | -4.1% | +17.5% |
| All | +14.5% | +18.9% | -4.4% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling