+159.5%
AVK vs VOO
+315.3%
-155.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.3% |
| 7D | +0.3% | -0.4% | +0.7% | +0.6% |
| 30D | -2.4% | -1.4% | -1.0% | -1.3% |
| 3M | +0.1% | +3.7% | -3.6% | -3.0% |
| 6M | +8.2% | +13.0% | -4.9% | -2.3% |
| YTD | +6.0% | +12.4% | -6.5% | -4.0% |
| 1Y | +9.9% | +18.6% | -8.7% | -4.8% |
| 3Y | +60.2% | +78.1% | -17.9% | -3.1% |
| 5Y | +23.8% | +82.3% | -58.5% | -27.2% |
| 10Y | +159.5% | +322.5% | -163.0% | -24.6% |
| All | +159.5% | +315.3% | -155.8% | -24.6% |
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