+10.7%
AVR vs VOO
+28.3%
-17.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.3% | +4.0% | +3.1% |
| 7D | +1.3% | -0.9% | +2.2% | +3.2% |
| 30D | -6.8% | -2.3% | -4.4% | -2.5% |
| 3M | -32.4% | -1.2% | -31.2% | -30.7% |
| 6M | -4.8% | +3.3% | -8.1% | -9.7% |
| YTD | +24.2% | +12.3% | +11.9% | +1.5% |
| 1Y | +64.0% | +12.5% | +51.5% | +34.3% |
| All | +10.7% | +28.3% | -17.6% | -37.6% |
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