+1.8%
AVO vs VOO
+152.2%
-150.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +4.4% | +0.1% | +4.3% | +4.3% |
| 3M | +19.4% | +2.0% | +17.4% | +17.9% |
| 6M | -11.3% | +13.0% | -24.4% | -17.7% |
| YTD | +9.3% | +13.6% | -4.3% | +1.1% |
| 1Y | +1.8% | +20.1% | -18.2% | -9.2% |
| 3Y | +36.9% | +77.6% | -40.6% | -4.4% |
| 5Y | -37.2% | +82.4% | -119.6% | -56.9% |
| All | +1.8% | +152.2% | -150.3% | -39.4% |
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