-45.7%
ARVN vs VOO
+194.8%
-240.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | -6.4% | -2.0% | -4.5% | -4.1% |
| 30D | -3.1% | -1.7% | -1.5% | -1.0% |
| 3M | +24.8% | +4.7% | +20.0% | +17.7% |
| 6M | -37.0% | +12.6% | -49.6% | -45.6% |
| YTD | -26.6% | +11.8% | -38.3% | -35.9% |
| 1Y | +11.2% | +17.5% | -6.3% | -8.8% |
| 3Y | -68.5% | +77.0% | -145.4% | -84.3% |
| 5Y | -91.0% | +82.6% | -173.6% | -95.6% |
| All | -45.7% | +194.8% | -240.6% | -86.6% |
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