+22.4%
AVGW vs VOO
+21.9%
+0.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -1.9% |
| 7D | +0.9% | -0.8% | +1.7% | +2.8% |
| 30D | -15.7% | -1.1% | -14.7% | -13.5% |
| 3M | -9.1% | +3.9% | -13.0% | -17.4% |
| 6M | +3.5% | +13.6% | -10.1% | -23.6% |
| YTD | +1.2% | +12.7% | -11.5% | -23.5% |
| 1Y | -5.1% | +17.6% | -22.7% | -33.9% |
| All | +22.4% | +21.9% | +0.5% | -20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling