-91.4%
AVAT vs VOO
+31.6%
-123.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.6% | +15.0% | +14.5% |
| 7D | +18.7% | +0.5% | +18.2% | +18.7% |
| 30D | +167.2% | -0.9% | +168.1% | +167.4% |
| 3M | -86.9% | +3.9% | -90.8% | -86.8% |
| 6M | -91.9% | +14.5% | -106.4% | -91.8% |
| YTD | -91.8% | +13.0% | -104.7% | -91.7% |
| 1Y | -91.7% | +19.4% | -111.1% | -91.7% |
| All | -91.4% | +31.6% | -123.0% | -91.4% |
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