+114.6%
ARTY vs VOO
+78.5%
+36.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.5% |
| 7D | +7.5% | +2.6% | +5.0% | +3.0% |
| 30D | -10.7% | -2.0% | -8.7% | -6.7% |
| 3M | -15.4% | -2.8% | -12.7% | -10.2% |
| 6M | -3.1% | +2.2% | -5.3% | -4.1% |
| YTD | +36.2% | +11.5% | +24.7% | +18.5% |
| 1Y | +40.0% | +13.5% | +26.6% | +18.8% |
| 3Y | +114.6% | +78.1% | +36.5% | -5.5% |
| All | +114.6% | +78.5% | +36.1% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling