+11.7%
AVRE vs VOO
+85.5%
-73.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.2% |
| 7D | +0.6% | +2.6% | -2.0% | -1.0% |
| 30D | +5.8% | -2.0% | +7.8% | +7.0% |
| 3M | -1.8% | -2.8% | +1.0% | -0.2% |
| 6M | +0.9% | +2.2% | -1.3% | -0.9% |
| YTD | +10.1% | +11.5% | -1.4% | +2.0% |
| 1Y | +10.5% | +13.5% | -3.0% | +1.1% |
| 3Y | +40.4% | +78.1% | -37.7% | -8.4% |
| 5Y | +4.5% | +73.1% | -68.6% | -32.2% |
| All | +11.7% | +85.5% | -73.9% | -29.2% |
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 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