+130.7%
AVEM vs VOO
+184.1%
-53.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +5.0% | +0.1% | +5.0% | +5.0% |
| 3M | -0.2% | +2.0% | -2.2% | -1.4% |
| 6M | +16.2% | +13.0% | +3.2% | +6.3% |
| YTD | +26.5% | +13.6% | +12.9% | +15.4% |
| 1Y | +39.1% | +20.1% | +19.0% | +21.7% |
| 3Y | +92.6% | +77.6% | +15.0% | +24.8% |
| 5Y | +64.4% | +82.4% | -18.0% | +3.6% |
| All | +130.7% | +184.1% | -53.3% | +3.1% |
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