+561.0%
AVBH vs VOO
+800.4%
-239.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.9% | +2.6% | -1.7% | +0.3% |
| 30D | +13.2% | -2.0% | +15.2% | +13.7% |
| 3M | +5.5% | -2.8% | +8.3% | +6.2% |
| 6M | +18.8% | +2.2% | +16.7% | +18.2% |
| YTD | +30.6% | +11.5% | +19.1% | +27.3% |
| 1Y | +38.5% | +13.5% | +25.0% | +34.5% |
| 3Y | +66.9% | +78.1% | -11.2% | +46.4% |
| 5Y | +40.3% | +73.1% | -32.9% | +22.8% |
| 10Y | +122.4% | +310.7% | -188.3% | +70.0% |
| All | +561.0% | +800.4% | -239.5% | +354.2% |
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