-7.8%
AVAL vs VOO
+317.9%
-325.7%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.7% | -1.1% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -10.9% | -3.3% | -7.6% | -8.6% |
| 3M | -13.4% | -2.4% | -11.0% | -11.8% |
| 6M | -2.1% | +2.6% | -4.7% | -4.1% |
| YTD | +10.5% | +11.3% | -0.8% | +2.0% |
| 1Y | +4.9% | +13.4% | -8.6% | -4.6% |
| 3Y | +130.5% | +80.3% | +50.2% | +44.3% |
| 5Y | +0.9% | +72.7% | -71.8% | -35.8% |
| 10Y | -7.8% | +310.0% | -317.8% | -70.2% |
| All | -7.8% | +317.9% | -325.7% | -70.2% |
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