-1.4%
AVIG vs VOO
+143.4%
-144.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.6% | +0.1% | -0.6% | -0.6% |
| 3M | -0.8% | +2.0% | -2.8% | -1.0% |
| 6M | -1.8% | +13.0% | -14.8% | -2.9% |
| YTD | -0.6% | +13.6% | -14.2% | -1.7% |
| 1Y | +1.0% | +20.1% | -19.1% | -0.7% |
| 3Y | +14.4% | +77.6% | -63.2% | +8.1% |
| 5Y | -1.5% | +82.4% | -83.9% | -8.0% |
| All | -1.4% | +143.4% | -144.7% | -8.9% |
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