+15.5%
AVAH vs VOO
+95.4%
-79.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | +1.6% | -2.0% | +3.6% | +4.2% |
| 30D | +54.9% | -1.7% | +56.5% | +58.3% |
| 3M | +101.2% | +4.7% | +96.4% | +89.4% |
| 6M | +92.2% | +12.6% | +79.7% | +64.2% |
| YTD | +69.6% | +11.8% | +57.9% | +45.9% |
| 1Y | +67.8% | +17.5% | +50.3% | +35.4% |
| 3Y | +897.1% | +77.0% | +820.1% | +407.0% |
| 5Y | +54.7% | +82.6% | -27.9% | -22.5% |
| All | +15.5% | +95.4% | -79.9% | -45.8% |
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