+43.9%
AVES vs VOO
+86.9%
-43.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +0.9% |
| 7D | +0.2% | -0.9% | +1.1% | +0.9% |
| 30D | -6.8% | -2.3% | -4.4% | -5.2% |
| 3M | -5.7% | -1.2% | -4.5% | -4.9% |
| 6M | -8.6% | +3.3% | -11.9% | -10.3% |
| YTD | +6.2% | +12.3% | -6.1% | -1.1% |
| 1Y | +7.4% | +12.5% | -5.1% | -0.2% |
| 3Y | +57.6% | +79.2% | -21.6% | +9.1% |
| 5Y | +42.8% | +75.7% | -32.8% | -0.8% |
| All | +43.9% | +86.9% | -43.0% | -6.4% |
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