-1.2%
AVAL vs VOO
+72.6%
-73.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | -5.8% | +2.6% | -8.4% | -7.2% |
| 30D | -16.8% | -2.0% | -14.8% | -15.9% |
| 3M | -24.1% | -2.8% | -21.3% | -22.9% |
| 6M | -1.9% | +2.2% | -4.1% | -3.2% |
| YTD | +3.4% | +11.5% | -8.1% | -2.6% |
| 1Y | -0.3% | +13.5% | -13.8% | -6.8% |
| 3Y | +114.9% | +78.1% | +36.8% | +60.8% |
| All | -1.2% | +72.6% | -73.8% | -30.6% |
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 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