+44.7%
AVBH vs VOO
+77.0%
-32.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.8% |
| 7D | -0.4% | -0.4% | -0.1% | -0.3% |
| 30D | -2.8% | -1.4% | -1.5% | -2.4% |
| 3M | -1.3% | +3.7% | -5.0% | -2.4% |
| 6M | +11.8% | +13.0% | -1.2% | +7.4% |
| YTD | +18.3% | +12.4% | +5.8% | +13.7% |
| 1Y | +22.6% | +18.6% | +4.0% | +16.1% |
| All | +44.7% | +77.0% | -32.2% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling