-45.8%
AVNW vs VOO
+81.4%
-127.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -8.9% | -1.4% | -7.5% | -7.4% |
| 3M | +1.4% | +3.7% | -2.3% | -2.1% |
| 6M | -24.9% | +13.0% | -37.9% | -33.7% |
| YTD | -10.9% | +12.4% | -23.3% | -20.7% |
| 1Y | -14.9% | +18.6% | -33.5% | -28.1% |
| 3Y | -42.4% | +78.1% | -120.5% | -68.4% |
| All | -45.8% | +81.4% | -127.2% | -71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling