+93.0%
AVL vs VOO
+35.3%
+57.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -0.7% |
| 7D | -2.4% | -0.4% | -2.0% | -1.5% |
| 30D | -27.1% | -1.4% | -25.7% | -23.3% |
| 3M | -19.8% | +3.7% | -23.5% | -28.9% |
| 6M | -5.9% | +13.0% | -18.9% | -37.8% |
| YTD | -10.7% | +12.4% | -23.1% | -38.9% |
| 1Y | -14.4% | +18.6% | -33.0% | -50.0% |
| All | +93.0% | +35.3% | +57.7% | -4.4% |
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