+9.1%
AVK vs VOO
+72.8%
-63.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.2% |
| 7D | 0.0% | -0.6% | +0.6% | +0.4% |
| 30D | -6.8% | -3.6% | -3.1% | -4.0% |
| 3M | -13.3% | -2.7% | -10.5% | -11.4% |
| 6M | -12.0% | +2.2% | -14.3% | -13.6% |
| YTD | -5.8% | +10.9% | -16.7% | -13.2% |
| 1Y | -6.6% | +11.3% | -17.9% | -14.2% |
| 3Y | +55.5% | +76.9% | -21.4% | -3.7% |
| 5Y | +9.1% | +73.5% | -64.4% | -33.9% |
| All | +9.1% | +72.8% | -63.7% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling