+17.1%
AVGU vs VOO
+22.9%
-5.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -0.3% |
| 7D | -2.3% | -0.4% | -1.9% | -1.3% |
| 30D | -27.6% | -1.4% | -26.2% | -23.5% |
| 3M | -21.1% | +3.7% | -24.8% | -31.2% |
| 6M | -7.3% | +13.0% | -20.3% | -41.3% |
| YTD | -11.5% | +12.4% | -24.0% | -42.0% |
| 1Y | -15.4% | +18.6% | -34.0% | -52.5% |
| All | +17.1% | +22.9% | -5.8% | -43.7% |
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 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