+283.2%
AVA vs VOO
+800.4%
-517.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +1.7% | +2.6% | -0.9% | +0.2% |
| 30D | +12.0% | -2.0% | +14.0% | +13.0% |
| 3M | +7.2% | -2.8% | +10.0% | +8.6% |
| 6M | +2.8% | +2.2% | +0.6% | +0.9% |
| YTD | +10.1% | +11.5% | -1.4% | +2.1% |
| 1Y | +3.9% | +13.5% | -9.6% | -4.7% |
| 3Y | +42.9% | +78.1% | -35.2% | -3.4% |
| 5Y | +29.2% | +73.1% | -43.9% | -12.5% |
| 10Y | +52.2% | +310.7% | -258.6% | -45.7% |
| All | +283.2% | +800.4% | -517.3% | -28.1% |
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 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