-34.9%
AVBP vs VOO
+60.1%
-95.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -4.6% | +2.6% | -7.2% | -6.8% |
| 30D | -19.7% | -2.0% | -17.7% | -18.1% |
| 3M | -56.6% | -2.8% | -53.9% | -55.7% |
| 6M | -55.0% | +2.2% | -57.2% | -56.1% |
| YTD | -35.3% | +11.5% | -46.9% | -41.9% |
| 1Y | -33.9% | +13.5% | -47.4% | -41.5% |
| All | -34.9% | +60.1% | -95.0% | -52.3% |
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