+542.3%
AVAV vs VOO
+817.1%
-274.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.3% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -13.9% | +0.1% | -14.0% | -13.8% |
| 3M | -29.2% | +2.0% | -31.2% | -30.3% |
| 6M | -36.1% | +13.0% | -49.2% | -43.6% |
| YTD | -40.2% | +13.6% | -53.8% | -47.1% |
| 1Y | -36.2% | +20.1% | -56.3% | -46.6% |
| 3Y | +47.5% | +77.6% | -30.0% | -18.4% |
| 5Y | +39.3% | +82.4% | -43.2% | -25.7% |
| 10Y | +482.6% | +316.8% | +165.7% | +26.1% |
| All | +542.3% | +817.1% | -274.8% | -48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling