-63.9%
AVS vs VOO
+33.4%
-97.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.5% | -4.5% |
| 7D | -1.7% | -0.6% | -1.2% | -1.9% |
| 30D | +6.1% | -3.6% | +9.7% | +0.2% |
| 3M | +22.5% | -2.7% | +25.2% | +18.1% |
| 6M | +17.6% | +2.2% | +15.4% | +26.9% |
| YTD | -9.0% | +10.9% | -19.9% | +16.6% |
| 1Y | -9.1% | +11.3% | -20.4% | +18.6% |
| All | -63.9% | +33.4% | -97.3% | -32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling