+508.0%
AVBH vs VOO
+817.1%
-309.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -2.4% | +0.1% | -2.5% | -2.4% |
| 3M | +3.4% | +2.0% | +1.4% | +2.8% |
| 6M | +10.1% | +13.0% | -3.0% | +7.0% |
| YTD | +20.2% | +13.6% | +6.6% | +16.7% |
| 1Y | +26.4% | +20.1% | +6.3% | +21.2% |
| 3Y | +45.8% | +77.6% | -31.7% | +28.0% |
| 5Y | +41.6% | +82.4% | -40.9% | +22.6% |
| 10Y | +107.1% | +316.8% | -209.7% | +57.7% |
| All | +508.0% | +817.1% | -309.1% | +316.2% |
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 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