+15.0%
AVGU vs VOO
+22.2%
-7.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | +0.8% |
| 7D | +1.8% | -2.0% | +3.7% | +10.6% |
| 30D | -26.5% | -1.7% | -24.9% | -21.4% |
| 3M | -12.9% | +4.7% | -17.6% | -27.6% |
| 6M | -7.3% | +12.6% | -19.9% | -40.3% |
| YTD | -13.1% | +11.8% | -24.9% | -41.5% |
| 1Y | -30.7% | +17.5% | -48.2% | -59.7% |
| All | +15.0% | +22.2% | -7.2% | -43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling