+82.2%
AVGV vs VOO
+80.9%
+1.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | -2.0% | -2.0% | 0.0% | -0.3% |
| 30D | -1.1% | -1.7% | +0.6% | +0.3% |
| 3M | +4.7% | +4.7% | 0.0% | +0.5% |
| 6M | +12.4% | +12.6% | -0.2% | +1.3% |
| YTD | +20.0% | +11.8% | +8.2% | +8.8% |
| 1Y | +27.3% | +17.5% | +9.8% | +10.5% |
| 3Y | +78.8% | +77.0% | +1.9% | +7.1% |
| All | +82.2% | +80.9% | +1.3% | +7.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling