+54.4%
AVBC vs VOO
+19.1%
+35.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | -4.6% | -2.7% | -1.9% | -3.6% |
| 30D | +2.3% | -5.4% | +7.6% | +4.5% |
| 3M | +3.4% | -4.1% | +7.5% | +5.0% |
| 6M | +10.5% | +0.7% | +9.7% | +9.2% |
| YTD | +34.4% | +8.7% | +25.7% | +26.5% |
| 1Y | +48.3% | +11.0% | +37.3% | +37.8% |
| All | +54.4% | +19.1% | +35.3% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling