-39.8%
AVAL vs VOO
+353.4%
-393.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.1% |
| 7D | -2.3% | -2.7% | +0.4% | -0.2% |
| 30D | -12.2% | -5.4% | -6.9% | -8.3% |
| 3M | -14.8% | -4.1% | -10.7% | -12.0% |
| 6M | -3.5% | +0.7% | -4.2% | -4.1% |
| YTD | +9.7% | +8.7% | +1.0% | +2.9% |
| 1Y | +3.7% | +11.0% | -7.3% | -4.4% |
| 3Y | +110.9% | +75.5% | +35.4% | +31.6% |
| 5Y | -0.5% | +68.4% | -68.9% | -37.1% |
| 10Y | -6.3% | +315.7% | -322.0% | -76.1% |
| All | -39.8% | +353.4% | -393.2% | -85.8% |
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