+31.1%
AVGG vs VOO
+29.1%
+2.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.3% | +8.0% | +9.1% |
| 7D | -2.5% | -0.6% | -1.9% | +2.3% |
| 30D | -19.6% | -3.6% | -16.0% | -2.4% |
| 3M | -43.6% | -2.7% | -40.9% | -33.8% |
| 6M | -51.1% | +2.2% | -53.4% | -51.2% |
| YTD | -31.5% | +10.9% | -42.4% | -48.4% |
| 1Y | -39.6% | +11.3% | -51.0% | -54.1% |
| All | +31.1% | +29.1% | +2.0% | -29.2% |
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 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