-66.3%
AVS vs VOO
+35.9%
-102.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -3.8% |
| 7D | +0.3% | +0.5% | -0.2% | +1.3% |
| 30D | +15.6% | -0.9% | +16.6% | +13.6% |
| 3M | +4.5% | +3.9% | +0.6% | +13.7% |
| 6M | -17.7% | +14.5% | -32.2% | +9.7% |
| YTD | -15.2% | +13.0% | -28.1% | +10.8% |
| 1Y | -20.4% | +19.4% | -39.9% | +17.0% |
| All | -66.3% | +35.9% | -102.2% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling