+245.6%
ARTY vs VOO
+223.0%
+22.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +1.4% |
| 7D | +4.8% | +0.5% | +4.3% | +4.1% |
| 30D | +5.4% | -0.9% | +6.4% | +6.7% |
| 3M | +3.9% | +3.9% | 0.0% | 0.0% |
| 6M | +60.0% | +14.5% | +45.5% | +38.7% |
| YTD | +59.4% | +13.0% | +46.4% | +40.9% |
| 1Y | +78.2% | +19.4% | +58.8% | +48.5% |
| 3Y | +144.5% | +78.9% | +65.7% | +33.4% |
| 5Y | +78.8% | +82.3% | -3.4% | -2.9% |
| All | +245.6% | +223.0% | +22.6% | +10.0% |
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