+314.2%
VOO vs AR
+45.1%
+269.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.5% |
| 7D | +0.5% | -1.8% | +2.4% | +0.7% |
| 30D | -0.9% | +12.6% | -13.5% | -2.1% |
| 3M | +3.9% | +10.0% | -6.1% | +2.8% |
| 6M | +14.5% | +0.6% | +13.9% | +14.0% |
| YTD | +13.0% | +13.4% | -0.5% | +10.9% |
| 1Y | +19.4% | +21.7% | -2.3% | +16.2% |
| 3Y | +78.9% | +45.8% | +33.0% | +69.1% |
| 5Y | +82.3% | +144.3% | -62.0% | +61.9% |
| 10Y | +314.2% | +41.8% | +272.4% | +268.9% |
| All | +314.2% | +45.1% | +269.1% | +268.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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