-64.4%
AVD vs VOO
+812.0%
-876.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -1.5% |
| 7D | -0.4% | +0.5% | -1.0% | -1.0% |
| 30D | -5.4% | -0.9% | -4.5% | -4.4% |
| 3M | -14.3% | +3.9% | -18.2% | -17.8% |
| 6M | -49.0% | +14.5% | -63.5% | -55.9% |
| YTD | -40.3% | +13.0% | -53.3% | -47.7% |
| 1Y | -60.1% | +19.4% | -79.6% | -67.1% |
| 3Y | -82.5% | +78.9% | -161.4% | -90.8% |
| 5Y | -85.1% | +82.3% | -167.3% | -92.5% |
| 10Y | -85.6% | +314.2% | -399.8% | -97.3% |
| All | -64.4% | +812.0% | -876.4% | -97.9% |
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 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