+455.2%
VOO vs AR
-32.9%
+488.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.6% | +2.3% |
| 7D | +0.1% | -10.5% | +10.6% | +1.1% |
| 30D | -3.3% | +1.3% | -4.6% | -3.5% |
| 3M | -2.4% | +4.8% | -7.2% | -3.0% |
| 6M | +2.6% | +1.2% | +1.4% | +2.1% |
| YTD | +11.3% | +5.5% | +5.8% | +9.9% |
| 1Y | +13.4% | +8.1% | +5.4% | +11.6% |
| 3Y | +80.3% | +38.8% | +41.5% | +71.1% |
| 5Y | +72.7% | +78.8% | -6.1% | +57.3% |
| 10Y | +310.0% | +46.4% | +263.7% | +248.5% |
| All | +455.2% | -32.9% | +488.0% | +401.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling