-14.1%
AVNW vs VOO
+817.1%
-831.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.8% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -6.9% | +0.1% | -7.0% | -6.9% |
| 3M | +2.2% | +2.0% | +0.2% | +0.7% |
| 6M | -26.0% | +13.0% | -39.1% | -34.3% |
| YTD | -7.5% | +13.6% | -21.1% | -18.2% |
| 1Y | -11.8% | +20.1% | -31.9% | -26.0% |
| 3Y | -45.3% | +77.6% | -122.8% | -69.2% |
| 5Y | -45.3% | +82.4% | -127.8% | -70.0% |
| 10Y | +320.9% | +316.8% | +4.0% | -2.9% |
| All | -14.1% | +817.1% | -831.2% | -93.9% |
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