-89.2%
AVAT vs VOO
+3.7%
-92.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.8% | +4.9% |
| 7D | +22.9% | -0.9% | +23.8% | +27.5% |
| 30D | -15.8% | -2.3% | -13.5% | -7.9% |
| 3M | +238.8% | -1.2% | +239.9% | +260.4% |
| 6M | -89.2% | +3.3% | -92.5% | -86.8% |
| All | -89.2% | +3.7% | -92.9% | -86.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling