+97.8%
AVL vs VOO
+35.9%
+61.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +8.3% |
| 7D | -0.9% | +0.5% | -1.5% | -3.5% |
| 30D | -27.1% | -0.9% | -26.2% | -24.6% |
| 3M | -19.7% | +3.9% | -23.6% | -29.3% |
| 6M | +5.3% | +14.5% | -9.2% | -33.8% |
| YTD | -8.4% | +13.0% | -21.4% | -38.5% |
| 1Y | -16.9% | +19.4% | -36.3% | -52.7% |
| All | +97.8% | +35.9% | +61.9% | -3.7% |
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 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