+77.9%
AVGE vs VOO
+79.1%
-1.2%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +1.0% | +0.5% | +0.4% | +0.5% |
| 30D | 0.0% | -0.9% | +0.9% | +0.8% |
| 3M | +4.4% | +3.9% | +0.5% | +0.8% |
| 6M | +14.7% | +14.5% | +0.1% | +1.5% |
| YTD | +18.9% | +13.0% | +6.0% | +6.6% |
| 1Y | +25.5% | +19.4% | +6.1% | +7.0% |
| 3Y | +77.9% | +78.9% | -0.9% | +4.2% |
| All | +77.9% | +79.1% | -1.2% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling