+38.5%
AVES vs VOO
+67.9%
-29.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | -2.7% | -2.7% | 0.0% | -0.9% |
| 30D | -10.7% | -5.4% | -5.3% | -7.2% |
| 3M | -8.7% | -4.1% | -4.6% | -6.0% |
| 6M | -11.4% | +0.7% | -12.1% | -11.5% |
| YTD | +2.4% | +8.7% | -6.3% | -2.5% |
| 1Y | +5.1% | +11.0% | -5.9% | -1.3% |
| 3Y | +50.8% | +75.5% | -24.7% | +6.0% |
| All | +38.5% | +67.9% | -29.4% | -1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling