-47.4%
ARVN vs VOO
+197.3%
-244.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -4.0% |
| 7D | -10.0% | -0.8% | -9.2% | -9.1% |
| 30D | -4.7% | -1.1% | -3.7% | -3.5% |
| 3M | +19.2% | +3.9% | +15.3% | +13.5% |
| 6M | -37.3% | +13.6% | -50.9% | -46.5% |
| YTD | -28.8% | +12.7% | -41.5% | -38.5% |
| 1Y | +8.2% | +17.6% | -9.4% | -11.4% |
| 3Y | -69.7% | +77.3% | -147.0% | -84.9% |
| 5Y | -91.3% | +84.1% | -175.4% | -95.8% |
| All | -47.4% | +197.3% | -244.7% | -87.1% |
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