+104.2%
AVEM vs VOO
+177.3%
-73.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | -0.8% | -0.6% | -0.2% | -0.3% |
| 30D | -9.6% | -3.6% | -5.9% | -6.7% |
| 3M | -6.7% | -2.7% | -4.0% | -4.5% |
| 6M | -9.9% | +2.2% | -12.2% | -11.0% |
| YTD | +12.0% | +10.9% | +1.1% | +4.2% |
| 1Y | +12.3% | +11.3% | +0.9% | +4.2% |
| 3Y | +74.9% | +76.9% | -2.0% | +14.0% |
| 5Y | +52.0% | +73.5% | -21.6% | -0.2% |
| All | +104.2% | +177.3% | -73.1% | -6.8% |
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 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