-1.2%
AVL vs VOO
+20.9%
-22.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +1.7% |
| 7D | -6.2% | +0.1% | -6.3% | -7.1% |
| 30D | -28.3% | +0.1% | -28.4% | -28.6% |
| 3M | -32.8% | +2.0% | -34.8% | -36.1% |
| 6M | +7.0% | +13.0% | -6.1% | -32.2% |
| YTD | -13.7% | +13.6% | -27.3% | -45.8% |
| 1Y | -1.2% | +20.1% | -21.2% | -37.2% |
| All | -1.2% | +20.9% | -22.1% | -37.2% |
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