-24.7%
AVNW vs VOO
+800.4%
-825.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.0% | +3.1% |
| 7D | -1.8% | +2.6% | -4.3% | -4.1% |
| 30D | -10.8% | -2.0% | -8.8% | -8.1% |
| 3M | -20.5% | -2.8% | -17.7% | -17.4% |
| 6M | +13.0% | +2.2% | +10.9% | +12.4% |
| YTD | -18.8% | +11.5% | -30.4% | -26.2% |
| 1Y | -21.2% | +13.5% | -34.7% | -29.5% |
| 3Y | -40.6% | +78.1% | -118.7% | -66.5% |
| 5Y | -46.2% | +73.1% | -119.3% | -68.6% |
| 10Y | +300.7% | +310.7% | -10.0% | -5.2% |
| All | -24.7% | +800.4% | -825.1% | -94.5% |
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 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