-85.4%
AVD vs VOO
+325.3%
-410.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.5% |
| 7D | -3.0% | -0.8% | -2.2% | -2.2% |
| 30D | +4.1% | -1.1% | +5.2% | +5.3% |
| 3M | -18.1% | +3.9% | -22.0% | -21.1% |
| 6M | -46.6% | +13.6% | -60.2% | -53.0% |
| YTD | -40.8% | +12.7% | -53.5% | -47.6% |
| 1Y | -59.6% | +17.6% | -77.2% | -65.8% |
| 3Y | -82.7% | +77.3% | -160.0% | -90.4% |
| 5Y | -84.6% | +84.1% | -168.7% | -92.0% |
| All | -85.4% | +325.3% | -410.7% | -97.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling