+73.1%
AVGG vs VOO
+31.5%
+41.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +8.2% |
| 7D | -0.9% | +0.5% | -1.4% | -3.7% |
| 30D | -27.3% | -0.9% | -26.4% | -24.8% |
| 3M | -20.2% | +3.9% | -24.1% | -30.2% |
| 6M | +4.3% | +14.5% | -10.3% | -35.3% |
| YTD | -9.5% | +13.0% | -22.5% | -40.0% |
| 1Y | -18.4% | +19.4% | -37.9% | -52.6% |
| All | +73.1% | +31.5% | +41.6% | -17.7% |
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