-41.2%
AVAL vs VOO
+368.4%
-409.6%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.3% | -6.7% | -6.4% |
| 7D | -2.3% | -0.9% | -1.4% | -1.7% |
| 30D | -12.5% | -2.3% | -10.2% | -10.9% |
| 3M | -19.2% | -1.2% | -18.0% | -18.6% |
| 6M | -5.7% | +3.3% | -9.0% | -8.3% |
| YTD | +7.2% | +12.3% | -5.1% | -2.3% |
| 1Y | -0.6% | +12.5% | -13.1% | -9.4% |
| 3Y | +118.7% | +79.2% | +39.5% | +34.1% |
| 5Y | +1.0% | +75.7% | -74.7% | -38.5% |
| 10Y | -1.6% | +313.7% | -315.3% | -74.6% |
| All | -41.2% | +368.4% | -409.6% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling