+28.8%
AVPT vs VOO
+82.8%
-54.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -2.0% |
| 7D | -5.7% | -0.8% | -5.0% | -4.8% |
| 30D | -2.8% | -1.1% | -1.7% | -1.4% |
| 3M | +16.7% | +3.9% | +12.8% | +11.1% |
| 6M | +19.7% | +13.6% | +6.0% | +1.6% |
| YTD | -8.9% | +12.7% | -21.6% | -21.7% |
| 1Y | -21.3% | +17.6% | -38.9% | -35.9% |
| 3Y | +86.5% | +77.3% | +9.1% | -9.6% |
| All | +28.8% | +82.8% | -54.0% | -39.3% |
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