+877.0%
AVAH vs VOO
+80.1%
+796.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | +0.1% |
| 7D | +2.0% | +0.1% | +1.8% | +1.8% |
| 30D | +45.6% | +0.1% | +45.5% | +45.7% |
| 3M | +104.8% | +2.0% | +102.8% | +98.2% |
| 6M | +83.0% | +13.0% | +70.0% | +50.2% |
| YTD | +66.2% | +13.6% | +52.6% | +34.8% |
| 1Y | +68.1% | +20.1% | +48.0% | +24.4% |
| All | +877.0% | +80.1% | +796.9% | +202.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling