+401.9%
AVNW vs VOO
+325.3%
+76.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.7% | +3.8% |
| 7D | +4.8% | -0.8% | +5.6% | +5.6% |
| 30D | -5.0% | -1.1% | -4.0% | -4.0% |
| 3M | +8.4% | +3.9% | +4.5% | +5.0% |
| 6M | -20.3% | +13.6% | -33.9% | -28.9% |
| YTD | -3.0% | +12.7% | -15.7% | -12.8% |
| 1Y | -18.9% | +17.6% | -36.5% | -29.7% |
| 3Y | -37.2% | +77.3% | -114.6% | -62.8% |
| 5Y | -41.0% | +84.1% | -125.2% | -66.1% |
| All | +401.9% | +325.3% | +76.6% | +40.5% |
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