+22.3%
AVPT vs VOO
+14.7%
+7.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +1.5% |
| 7D | -1.7% | -0.7% | -1.0% | -1.2% |
| 30D | +15.3% | -1.1% | +16.3% | +16.3% |
| 3M | +25.2% | -0.3% | +25.5% | +25.6% |
| 6M | +60.5% | +7.4% | +53.1% | +50.8% |
| YTD | +21.7% | +13.4% | +8.3% | +10.1% |
| 1Y | +22.3% | +14.8% | +7.5% | +8.5% |
| All | +22.3% | +14.7% | +7.6% | +8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling