+243.0%
ARTY vs VOO
+224.8%
+18.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.9% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +5.4% | +0.1% | +5.4% | +5.4% |
| 3M | -2.8% | +2.0% | -4.8% | -4.2% |
| 6M | +54.3% | +13.0% | +41.3% | +35.8% |
| YTD | +58.1% | +13.6% | +44.6% | +38.9% |
| 1Y | +79.1% | +20.1% | +59.0% | +48.2% |
| 3Y | +137.3% | +77.6% | +59.7% | +30.4% |
| 5Y | +74.3% | +82.4% | -8.1% | -5.5% |
| All | +243.0% | +224.8% | +18.1% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling