-4.7%
AVK vs VOO
+12.1%
-16.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.9% |
| 7D | +0.5% | +2.6% | -2.1% | -1.7% |
| 30D | -3.4% | -2.0% | -1.4% | -1.7% |
| 3M | -15.0% | -2.8% | -12.3% | -12.9% |
| 6M | -11.3% | +2.2% | -13.5% | -13.2% |
| YTD | -5.5% | +11.5% | -17.0% | -15.5% |
| 1Y | -4.7% | +13.5% | -18.2% | -16.1% |
| All | -4.7% | +12.1% | -16.8% | -16.1% |
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 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