+45.8%
AVAH vs VOO
+13.0%
+32.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -1.5% |
| 7D | -8.0% | -0.9% | -7.1% | -7.4% |
| 30D | +7.2% | -2.3% | +9.6% | +8.7% |
| 3M | +46.3% | -1.2% | +47.4% | +47.4% |
| 6M | +98.6% | +3.3% | +95.3% | +93.9% |
| YTD | +60.2% | +12.3% | +47.9% | +44.6% |
| 1Y | +45.8% | +12.5% | +33.3% | +31.6% |
| All | +45.8% | +13.0% | +32.8% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling