+1.4%
AVMU vs VOO
+128.9%
-127.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -2.3% | +0.1% | -2.3% | -2.3% |
| 3M | -3.7% | +2.0% | -5.8% | -3.8% |
| 6M | -3.5% | +13.0% | -16.5% | -4.0% |
| YTD | -2.0% | +13.6% | -15.6% | -2.5% |
| 1Y | +3.1% | +20.1% | -16.9% | +2.4% |
| 3Y | +7.6% | +77.6% | -70.0% | +5.0% |
| 5Y | +0.8% | +82.4% | -81.6% | -2.1% |
| All | +1.4% | +128.9% | -127.5% | -1.8% |
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