+7.8%
AVO vs VOO
+149.6%
-141.8%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.7% | +4.5% |
| 7D | +5.1% | -0.4% | +5.5% | +5.3% |
| 30D | +2.1% | -1.4% | +3.4% | +2.8% |
| 3M | +23.5% | +3.7% | +19.7% | +20.6% |
| 6M | -2.2% | +13.0% | -15.2% | -9.2% |
| YTD | +15.7% | +12.4% | +3.3% | +7.6% |
| 1Y | +2.6% | +18.6% | -16.0% | -7.8% |
| 3Y | +48.1% | +78.1% | -29.9% | +3.2% |
| 5Y | -32.3% | +82.3% | -114.6% | -53.6% |
| All | +7.8% | +149.6% | -141.8% | -35.5% |
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