+86.5%
AVPT vs VOO
+77.4%
+9.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.9% |
| 7D | -5.7% | -0.8% | -5.0% | -4.9% |
| 30D | -2.8% | -1.1% | -1.7% | -1.4% |
| 3M | +16.7% | +3.9% | +12.8% | +11.5% |
| 6M | +19.7% | +13.6% | +6.0% | +2.3% |
| YTD | -8.9% | +12.7% | -21.6% | -21.1% |
| 1Y | -21.3% | +17.6% | -38.9% | -35.4% |
| 3Y | +86.5% | +77.3% | +9.1% | -10.2% |
| All | +86.5% | +77.4% | +9.0% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling