+86.1%
ARW vs VOO
+80.3%
+5.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +1.2% | -2.0% | +3.2% | +3.4% |
| 30D | +3.4% | -1.7% | +5.0% | +5.2% |
| 3M | -1.0% | +4.7% | -5.7% | -5.6% |
| 6M | +52.5% | +12.6% | +39.9% | +35.1% |
| YTD | +93.7% | +11.8% | +82.0% | +73.1% |
| 1Y | +68.0% | +17.5% | +50.4% | +42.6% |
| 3Y | +68.9% | +77.0% | -8.1% | -5.4% |
| 5Y | +86.1% | +82.6% | +3.5% | +0.1% |
| All | +86.1% | +80.3% | +5.7% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling