+49.7%
AVSC vs VOO
+65.9%
-16.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.5% | +0.6% |
| 7D | -2.8% | -4.7% | +1.9% | +2.0% |
| 30D | -0.6% | -5.9% | +5.3% | +5.6% |
| 3M | -5.4% | -4.5% | -0.9% | -1.0% |
| 6M | +2.9% | +1.9% | +1.0% | +0.6% |
| YTD | +20.2% | +8.4% | +11.8% | +10.3% |
| 1Y | +23.8% | +9.5% | +14.3% | +12.5% |
| 3Y | +63.8% | +75.3% | -11.4% | -6.5% |
| All | +49.7% | +65.9% | -16.2% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling