+487.0%
AVNT vs VOO
+803.9%
-316.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | -0.9% | +3.3% | -4.2% | -5.3% |
| 30D | +13.6% | -2.7% | +16.3% | +18.2% |
| 3M | -0.2% | -1.7% | +1.5% | +2.2% |
| 6M | +29.2% | +3.1% | +26.1% | +23.6% |
| YTD | +47.0% | +11.9% | +35.1% | +24.9% |
| 1Y | +57.3% | +12.1% | +45.2% | +33.4% |
| 3Y | +49.5% | +78.6% | -29.1% | -34.0% |
| 5Y | -13.5% | +73.8% | -87.3% | -59.4% |
| 10Y | +78.7% | +312.3% | -233.6% | -75.1% |
| All | +487.0% | +803.9% | -316.9% | -77.8% |
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