-14.9%
AVGW vs VOO
+14.7%
-29.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -6.8% |
| 7D | -9.4% | -0.7% | -8.7% | -7.6% |
| 30D | -13.2% | -1.1% | -12.2% | -10.3% |
| 3M | -27.3% | -0.3% | -26.9% | -26.2% |
| 6M | -28.3% | +7.4% | -35.6% | -39.2% |
| YTD | -12.0% | +13.4% | -25.4% | -34.3% |
| 1Y | -14.9% | +14.8% | -29.7% | -37.8% |
| All | -14.9% | +14.7% | -29.6% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling