+48.9%
AVR vs VOO
+12.0%
+36.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.3% |
| 7D | +5.2% | -0.6% | +5.8% | +6.7% |
| 30D | -13.0% | -3.6% | -9.4% | -7.8% |
| 3M | -34.3% | -2.7% | -31.5% | -31.2% |
| 6M | -10.5% | +2.2% | -12.7% | -12.8% |
| YTD | +18.0% | +10.9% | +7.1% | -2.2% |
| 1Y | +48.9% | +11.3% | +37.6% | +23.0% |
| All | +48.9% | +12.0% | +36.9% | +23.0% |
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