-31.6%
AVGG vs VOO
+17.3%
-48.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | +0.6% |
| 7D | +1.6% | -2.0% | +3.6% | +10.5% |
| 30D | -26.5% | -1.7% | -24.9% | -21.4% |
| 3M | -12.7% | +4.7% | -17.5% | -27.7% |
| 6M | -7.0% | +12.6% | -19.5% | -40.3% |
| YTD | -13.5% | +11.8% | -25.3% | -42.2% |
| 1Y | -31.6% | +17.5% | -49.1% | -58.2% |
| All | -31.6% | +17.3% | -48.9% | -58.2% |
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 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