-89.0%
AVAT vs VOO
+13.0%
-102.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.8% | +6.8% |
| 7D | +22.9% | -0.9% | +23.8% | +25.6% |
| 30D | -15.8% | -2.3% | -13.5% | -11.8% |
| 3M | +238.8% | -1.2% | +239.9% | +251.0% |
| 6M | -89.2% | +3.3% | -92.5% | -88.5% |
| YTD | -89.0% | +12.3% | -101.3% | -88.3% |
| 1Y | -89.0% | +12.5% | -101.5% | -88.3% |
| All | -89.0% | +13.0% | -102.0% | -88.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling