+0.7%
AVMU vs VOO
+126.6%
-125.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.6% |
| 7D | -0.8% | -0.4% | -0.5% | -0.8% |
| 30D | -3.2% | -1.4% | -1.8% | -3.2% |
| 3M | -4.5% | +3.7% | -8.2% | -4.6% |
| 6M | -3.9% | +13.0% | -17.0% | -4.4% |
| YTD | -2.7% | +12.4% | -15.1% | -3.2% |
| 1Y | +0.9% | +18.6% | -17.7% | +0.2% |
| 3Y | +6.8% | +78.1% | -71.2% | +4.3% |
| 5Y | 0.0% | +82.3% | -82.3% | -2.9% |
| All | +0.7% | +126.6% | -125.9% | -2.4% |
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