-42.3%
AVNW vs VOO
+77.0%
-119.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | -1.0% | -0.4% | -0.7% | -0.6% |
| 30D | -8.9% | -1.4% | -7.5% | -7.3% |
| 3M | +1.4% | +3.7% | -2.3% | -2.2% |
| 6M | -24.9% | +13.0% | -37.9% | -33.7% |
| YTD | -10.9% | +12.4% | -23.3% | -20.8% |
| 1Y | -14.9% | +18.6% | -33.5% | -28.0% |
| All | -42.3% | +77.0% | -119.3% | -72.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling