+97.8%
AVLV vs VOO
+85.9%
+11.9%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.1% |
| 7D | -1.0% | -0.8% | -0.2% | -0.3% |
| 30D | -0.6% | -1.1% | +0.4% | +0.3% |
| 3M | +3.2% | +3.9% | -0.7% | -0.5% |
| 6M | +16.1% | +13.6% | +2.5% | +3.0% |
| YTD | +24.5% | +12.7% | +11.8% | +11.3% |
| 1Y | +31.0% | +17.6% | +13.4% | +12.6% |
| 3Y | +81.6% | +77.3% | +4.3% | +6.5% |
| All | +97.8% | +85.9% | +11.9% | +10.9% |
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