-21.7%
AVS vs VOO
+18.9%
-40.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +0.1% |
| 7D | +0.8% | -0.4% | +1.1% | -0.1% |
| 30D | +15.4% | -1.4% | +16.8% | +12.0% |
| 3M | +4.4% | +3.7% | +0.7% | +14.6% |
| 6M | -13.0% | +13.0% | -26.0% | +16.4% |
| YTD | -14.3% | +12.4% | -26.7% | +14.2% |
| 1Y | -21.7% | +18.6% | -40.3% | +14.4% |
| All | -21.7% | +18.9% | -40.5% | +14.4% |
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