+75.4%
AVSD vs VOO
+88.3%
-12.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.4% |
| 7D | +1.3% | +0.5% | +0.8% | +0.9% |
| 30D | -1.2% | -0.9% | -0.2% | -0.4% |
| 3M | +6.2% | +3.9% | +2.3% | +3.0% |
| 6M | +11.2% | +14.5% | -3.4% | +0.1% |
| YTD | +13.0% | +13.0% | +0.1% | +2.9% |
| 1Y | +19.7% | +19.4% | +0.3% | +4.5% |
| 3Y | +80.4% | +78.9% | +1.5% | +14.2% |
| All | +75.4% | +88.3% | -12.9% | +6.3% |
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