+130.4%
AVEM vs VOO
+181.2%
-50.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +2.0% | -0.4% | +2.3% | +2.3% |
| 30D | +5.2% | -1.4% | +6.6% | +6.4% |
| 3M | +4.3% | +3.7% | +0.6% | +1.6% |
| 6M | +17.5% | +13.0% | +4.5% | +7.5% |
| YTD | +26.3% | +12.4% | +13.9% | +16.1% |
| 1Y | +35.3% | +18.6% | +16.7% | +19.5% |
| 3Y | +95.6% | +78.1% | +17.5% | +26.5% |
| 5Y | +66.5% | +82.3% | -15.8% | +4.9% |
| All | +130.4% | +181.2% | -50.8% | +3.8% |
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