-4.2%
AVAH vs VOO
+94.9%
-99.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.4% | -5.7% | -5.6% |
| 7D | -13.2% | +2.6% | -15.8% | -15.9% |
| 30D | -7.0% | -2.0% | -5.0% | -4.7% |
| 3M | +1.9% | -2.8% | +4.6% | +5.1% |
| 6M | +69.9% | +2.2% | +67.7% | +63.9% |
| YTD | +40.8% | +11.5% | +29.2% | +20.9% |
| 1Y | +34.7% | +13.5% | +21.2% | +13.0% |
| 3Y | +618.7% | +78.1% | +540.7% | +261.1% |
| 5Y | +30.1% | +73.1% | -43.1% | -32.5% |
| All | -4.2% | +94.9% | -99.1% | -55.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling