-90.8%
AVAT vs VOO
+29.6%
-120.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +2.3% | +9.9% | +10.7% |
| 7D | +4.4% | +0.1% | +4.4% | +5.0% |
| 30D | -28.2% | -3.3% | -24.9% | -26.5% |
| 3M | +187.2% | -2.4% | +189.6% | +193.0% |
| 6M | -91.3% | +2.6% | -93.9% | -91.1% |
| YTD | -91.2% | +11.3% | -102.4% | -90.9% |
| 1Y | -91.1% | +13.4% | -104.6% | -90.9% |
| All | -90.8% | +29.6% | -120.4% | -90.5% |
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 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