+87.0%
AVNM vs VOO
+82.0%
+5.1%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +0.4% | -0.4% | +0.8% | +0.7% |
| 30D | +1.4% | -1.4% | +2.8% | +2.5% |
| 3M | +5.6% | +3.7% | +1.9% | +2.7% |
| 6M | +11.7% | +13.0% | -1.4% | +2.0% |
| YTD | +18.0% | +12.4% | +5.6% | +8.2% |
| 1Y | +26.9% | +18.6% | +8.3% | +12.1% |
| 3Y | +86.0% | +78.1% | +7.9% | +17.8% |
| All | +87.0% | +82.0% | +5.1% | +16.2% |
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 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