+379.1%
AVAV vs VOO
+317.9%
+61.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.3% | +10.2% | +10.0% |
| 7D | +3.2% | +0.1% | +3.1% | +3.4% |
| 30D | -7.4% | -3.3% | -4.1% | -3.6% |
| 3M | -32.0% | -2.4% | -29.6% | -29.9% |
| 6M | -24.6% | +2.6% | -27.2% | -25.6% |
| YTD | -47.5% | +11.3% | -58.8% | -52.3% |
| 1Y | -61.5% | +13.4% | -74.9% | -65.6% |
| 3Y | +5.5% | +80.3% | -74.8% | -40.8% |
| 5Y | +35.7% | +72.7% | -37.0% | -21.3% |
| 10Y | +379.1% | +310.0% | +69.1% | +31.1% |
| All | +379.1% | +317.9% | +61.2% | +31.1% |
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