+49.5%
AVBC vs VOO
+23.2%
+26.4%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | +2.3% | -1.4% | +3.7% | +2.9% |
| 3M | +9.8% | +3.7% | +6.0% | +7.6% |
| 6M | +14.3% | +13.0% | +1.2% | +6.1% |
| YTD | +30.2% | +12.4% | +17.8% | +21.1% |
| 1Y | +40.9% | +18.6% | +22.3% | +28.6% |
| All | +49.5% | +23.2% | +26.4% | +37.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling