+51.9%
AVSC vs VOO
+70.7%
-18.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +1.4% | +2.6% | -1.2% | -1.2% |
| 30D | +3.0% | -2.0% | +5.0% | +5.1% |
| 3M | -4.9% | -2.8% | -2.1% | -2.3% |
| 6M | +6.5% | +2.2% | +4.4% | +4.0% |
| YTD | +21.9% | +11.5% | +10.4% | +8.8% |
| 1Y | +27.5% | +13.5% | +14.0% | +11.7% |
| 3Y | +72.2% | +78.1% | -5.9% | -3.3% |
| All | +51.9% | +70.7% | -18.8% | -14.2% |
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 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