+115.7%
AVGE vs VOO
+119.0%
-3.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -0.2% | -0.4% | +0.2% | +0.1% |
| 30D | -0.4% | -1.4% | +1.0% | +0.8% |
| 3M | +4.0% | +3.7% | +0.3% | +0.6% |
| 6M | +13.4% | +13.0% | +0.4% | +1.5% |
| YTD | +18.3% | +12.4% | +5.9% | +6.4% |
| 1Y | +25.0% | +18.6% | +6.4% | +7.2% |
| 3Y | +77.0% | +78.1% | -1.0% | +4.6% |
| All | +115.7% | +119.0% | -3.3% | +4.8% |
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