-14.8%
ARTV vs VOO
+41.8%
-56.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -3.2% |
| 7D | -8.7% | -0.8% | -7.9% | -7.6% |
| 30D | -11.4% | -1.1% | -10.3% | -9.9% |
| 3M | +27.8% | +3.9% | +23.9% | +20.1% |
| 6M | +43.3% | +13.6% | +29.7% | +18.8% |
| YTD | +138.2% | +12.7% | +125.5% | +98.8% |
| 1Y | +284.2% | +17.6% | +266.6% | +204.0% |
| All | -14.8% | +41.8% | -56.7% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling