+277.8%
AVA vs VOO
+806.9%
-529.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.4% |
| 7D | +0.4% | -0.9% | +1.3% | +0.8% |
| 30D | +12.6% | -2.3% | +14.9% | +13.9% |
| 3M | +6.3% | -1.2% | +7.5% | +6.7% |
| 6M | +1.6% | +3.3% | -1.7% | -0.9% |
| YTD | +8.5% | +12.3% | -3.8% | +0.3% |
| 1Y | +1.1% | +12.5% | -11.4% | -6.7% |
| 3Y | +40.2% | +79.2% | -39.0% | -5.5% |
| 5Y | +26.5% | +75.7% | -49.2% | -15.2% |
| 10Y | +50.0% | +313.7% | -263.6% | -46.7% |
| All | +277.8% | +806.9% | -529.1% | -29.4% |
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