+22.3%
AVES vs VOO
+19.5%
+2.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | +1.4% | +0.5% | +0.9% | +0.7% |
| 30D | +2.9% | -0.9% | +3.8% | +4.1% |
| 3M | +4.6% | +3.9% | +0.7% | -0.1% |
| 6M | +11.8% | +14.5% | -2.7% | -3.3% |
| YTD | +16.5% | +13.0% | +3.5% | +1.9% |
| 1Y | +22.3% | +19.4% | +2.8% | +1.9% |
| All | +22.3% | +19.5% | +2.8% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling