-79.2%
AVD vs VOO
+14.7%
-93.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.3% | -8.5% |
| 7D | -14.0% | -0.7% | -13.3% | -13.3% |
| 30D | -43.0% | -1.1% | -42.0% | -42.1% |
| 3M | -60.6% | -0.3% | -60.3% | -60.3% |
| 6M | -63.3% | +7.4% | -70.6% | -66.1% |
| YTD | -74.3% | +13.4% | -87.7% | -77.6% |
| 1Y | -79.2% | +14.8% | -94.0% | -82.0% |
| All | -79.2% | +14.7% | -93.9% | -82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling