+49.0%
AVBP vs VOO
+61.4%
-12.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.2% |
| 7D | -2.4% | -0.4% | -2.0% | -2.0% |
| 30D | -3.9% | -1.4% | -2.5% | -2.6% |
| 3M | -2.5% | +3.7% | -6.2% | -6.0% |
| 6M | +20.1% | +13.0% | +7.0% | +7.2% |
| YTD | +48.1% | +12.4% | +35.6% | +32.5% |
| 1Y | +50.3% | +18.6% | +31.7% | +28.9% |
| All | +49.0% | +61.4% | -12.4% | +8.9% |
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