+3.1%
AVMU vs VOO
+123.5%
-120.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +0.6% | -0.6% | +1.2% | +0.6% |
| 30D | +4.4% | -3.6% | +8.1% | +4.6% |
| 3M | -0.9% | -2.7% | +1.8% | -0.8% |
| 6M | -1.7% | +2.2% | -4.0% | -1.8% |
| YTD | -0.4% | +10.9% | -11.3% | -0.8% |
| 1Y | +1.0% | +11.3% | -10.3% | +0.6% |
| 3Y | +10.2% | +76.9% | -66.7% | +7.6% |
| 5Y | +2.9% | +73.5% | -70.6% | +0.1% |
| All | +3.1% | +123.5% | -120.4% | -0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling