-1.7%
AVGU vs VOO
+22.8%
-24.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.1% | +2.7% |
| 7D | +10.0% | -0.9% | +10.9% | +18.1% |
| 30D | -9.7% | -2.3% | -7.4% | +4.5% |
| 3M | -37.2% | -1.2% | -36.1% | -30.7% |
| 6M | -47.0% | +3.3% | -50.3% | -49.7% |
| YTD | -25.7% | +12.3% | -38.1% | -48.4% |
| 1Y | -32.0% | +12.5% | -44.5% | -51.8% |
| All | -1.7% | +22.8% | -24.5% | -49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling