+65.9%
AVMC vs VOO
+80.3%
-14.4%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.7% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | -3.1% | -1.4% | -1.7% | -1.8% |
| 3M | +0.5% | +3.7% | -3.2% | -3.1% |
| 6M | +7.3% | +13.0% | -5.8% | -4.9% |
| YTD | +11.9% | +12.4% | -0.6% | -0.3% |
| 1Y | +14.7% | +18.6% | -3.9% | -3.1% |
| All | +65.9% | +80.3% | -14.4% | -11.0% |
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