+49.8%
AVAH vs VOO
+82.3%
-32.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.3% |
| 7D | +1.5% | +0.5% | +0.9% | +0.8% |
| 30D | +43.9% | -0.9% | +44.9% | +45.9% |
| 3M | +105.7% | +3.9% | +101.8% | +95.6% |
| 6M | +88.9% | +14.5% | +74.4% | +57.6% |
| YTD | +67.2% | +13.0% | +54.2% | +41.7% |
| 1Y | +65.4% | +19.4% | +45.9% | +30.5% |
| 3Y | +882.7% | +78.9% | +803.9% | +389.3% |
| 5Y | +49.8% | +82.3% | -32.5% | -25.3% |
| All | +49.8% | +82.3% | -32.5% | -25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling