+21.7%
AVGG vs VOO
+29.5%
-7.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +2.3% | +15.5% | +7.9% |
| 7D | -3.9% | +0.1% | -4.0% | -1.8% |
| 30D | -25.4% | -3.3% | -22.0% | -10.5% |
| 3M | -48.9% | -2.4% | -46.5% | -40.7% |
| 6M | -54.6% | +2.6% | -57.2% | -55.3% |
| YTD | -36.4% | +11.3% | -47.6% | -52.7% |
| 1Y | -41.1% | +13.4% | -54.6% | -58.0% |
| All | +21.7% | +29.5% | -7.8% | -35.1% |
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