+66.4%
AVSD vs VOO
+81.2%
-14.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | -0.6% | -2.7% | +2.2% | +1.6% |
| 30D | -0.8% | -5.4% | +4.6% | +3.6% |
| 3M | -5.2% | -4.1% | -1.2% | -2.1% |
| 6M | -0.9% | +0.7% | -1.6% | -1.5% |
| YTD | +7.2% | +8.7% | -1.5% | +0.5% |
| 1Y | +12.8% | +11.0% | +1.9% | +4.2% |
| 3Y | +74.7% | +75.5% | -0.7% | +12.2% |
| All | +66.4% | +81.2% | -14.9% | +3.9% |
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