+208.8%
AVK vs VOO
+806.9%
-598.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +0.8% |
| 7D | +1.3% | -0.9% | +2.2% | +2.0% |
| 30D | -5.2% | -2.3% | -2.8% | -3.4% |
| 3M | -12.5% | -1.2% | -11.3% | -11.7% |
| 6M | -10.5% | +3.3% | -13.8% | -12.8% |
| YTD | -4.1% | +12.3% | -16.4% | -12.6% |
| 1Y | -4.4% | +12.5% | -16.9% | -13.0% |
| 3Y | +58.4% | +79.2% | -20.8% | -2.1% |
| 5Y | +10.4% | +75.7% | -65.2% | -31.0% |
| 10Y | +146.5% | +313.7% | -167.1% | -20.3% |
| All | +208.8% | +806.9% | -598.1% | -40.7% |
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 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