-41.9%
AVO vs VOO
+67.9%
-109.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +1.4% | -2.7% | +4.1% | +2.9% |
| 30D | -6.8% | -5.4% | -1.4% | -4.1% |
| 3M | -7.2% | -4.1% | -3.1% | -5.2% |
| 6M | -14.3% | +0.7% | -15.1% | -15.0% |
| YTD | +0.5% | +8.7% | -8.2% | -4.7% |
| 1Y | -3.4% | +11.0% | -14.4% | -9.6% |
| 3Y | +27.6% | +75.5% | -47.9% | -9.6% |
| All | -41.9% | +67.9% | -109.8% | -57.8% |
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