-35.0%
AVO vs VOO
+82.3%
-117.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | +0.4% | +0.5% | -0.2% | +0.1% |
| 30D | -2.5% | -0.9% | -1.6% | -2.0% |
| 3M | +27.3% | +3.9% | +23.4% | +24.4% |
| 6M | -6.7% | +14.5% | -21.2% | -13.9% |
| YTD | +10.9% | +13.0% | -2.0% | +3.1% |
| 1Y | 0.0% | +19.4% | -19.4% | -10.4% |
| 3Y | +42.1% | +78.9% | -36.8% | -0.6% |
| 5Y | -35.0% | +82.3% | -117.3% | -55.2% |
| All | -35.0% | +82.3% | -117.4% | -55.2% |
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