+56.0%
AVSC vs VOO
+73.9%
-17.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -1.4% | +0.1% | -1.5% | -1.5% |
| 3M | +5.6% | +2.0% | +3.6% | +3.4% |
| 6M | +13.9% | +13.0% | +0.9% | +0.3% |
| YTD | +25.2% | +13.6% | +11.7% | +9.8% |
| 1Y | +29.3% | +20.1% | +9.3% | +7.2% |
| 3Y | +60.8% | +77.6% | -16.8% | -9.5% |
| All | +56.0% | +73.9% | -17.9% | -13.4% |
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 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