-25.1%
ARX vs VOO
+20.8%
-46.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +0.7% | -2.0% | +2.7% | +1.1% |
| 30D | +58.5% | -1.7% | +60.1% | +59.0% |
| 3M | +40.5% | +4.7% | +35.8% | +40.2% |
| 6M | +82.2% | +12.6% | +69.6% | +77.1% |
| YTD | +21.3% | +11.8% | +9.6% | +19.2% |
| 1Y | +1.0% | +17.5% | -16.6% | -4.1% |
| All | -25.1% | +20.8% | -46.0% | -30.8% |
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