-1.7%
AVGU vs VOO
+21.9%
-23.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.4% | -9.6% | -8.3% |
| 7D | +37.4% | +2.6% | +34.9% | +24.3% |
| 30D | -4.9% | -2.0% | -2.9% | +8.3% |
| 3M | -37.7% | -2.8% | -34.9% | -26.1% |
| 6M | -44.0% | +2.2% | -46.2% | -44.2% |
| YTD | -25.8% | +11.5% | -37.3% | -46.7% |
| 1Y | -27.0% | +13.5% | -40.5% | -50.1% |
| All | -1.7% | +21.9% | -23.7% | -48.3% |
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 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