+57.1%
AVBC vs VOO
+21.9%
+35.2%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | +0.9% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | +4.2% | -3.3% | +7.6% | +5.6% |
| 3M | +6.4% | -2.4% | +8.8% | +7.4% |
| 6M | +13.5% | +2.6% | +10.9% | +11.5% |
| YTD | +36.8% | +11.3% | +25.6% | +27.6% |
| 1Y | +49.7% | +13.4% | +36.2% | +37.9% |
| All | +57.1% | +21.9% | +35.2% | +44.5% |
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