+53.1%
AVSC vs VOO
+69.8%
-16.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +0.2% | -0.6% | +0.8% | +0.8% |
| 30D | +2.4% | -3.6% | +6.0% | +6.2% |
| 3M | -2.8% | -2.7% | -0.1% | -0.2% |
| 6M | +5.2% | +2.2% | +2.9% | +2.5% |
| YTD | +22.9% | +10.9% | +12.0% | +10.2% |
| 1Y | +26.9% | +11.3% | +15.5% | +13.4% |
| 3Y | +73.6% | +76.9% | -3.3% | -1.9% |
| All | +53.1% | +69.8% | -16.7% | -13.1% |
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