+51.1%
AVMA vs VOO
+76.0%
-24.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | -1.4% | -2.7% | +1.3% | +0.3% |
| 30D | -1.6% | -5.4% | +3.8% | +1.9% |
| 3M | -3.0% | -4.1% | +1.0% | -0.6% |
| 6M | -0.7% | +0.7% | -1.5% | -1.3% |
| YTD | +8.8% | +8.7% | +0.1% | +3.0% |
| 1Y | +12.0% | +11.0% | +1.1% | +4.7% |
| 3Y | +52.7% | +75.5% | -22.8% | +4.5% |
| All | +51.1% | +76.0% | -24.8% | +3.2% |
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 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