+63.5%
AVDS vs VOO
+73.3%
-9.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 7D | +1.9% | +2.6% | -0.7% | 0.0% |
| 30D | -1.2% | -2.0% | +0.8% | +0.2% |
| 3M | -4.7% | -2.8% | -1.9% | -2.7% |
| 6M | -2.8% | +2.2% | -5.0% | -4.4% |
| YTD | +10.5% | +11.5% | -1.1% | +1.9% |
| 1Y | +16.3% | +13.5% | +2.8% | +6.0% |
| 3Y | +77.1% | +78.1% | -1.0% | +12.0% |
| All | +63.5% | +73.3% | -9.8% | +5.2% |
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