+40.7%
AVBC vs VOO
+19.5%
+21.2%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.5% |
| 7D | +1.1% | +0.5% | +0.5% | +0.8% |
| 30D | +2.3% | -0.9% | +3.2% | +2.7% |
| 3M | +13.3% | +3.9% | +9.5% | +10.9% |
| 6M | +15.3% | +14.5% | +0.8% | +5.8% |
| YTD | +31.5% | +13.0% | +18.5% | +21.4% |
| 1Y | +40.7% | +19.4% | +21.3% | +24.2% |
| All | +40.7% | +19.5% | +21.2% | +24.2% |
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 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