+76.9%
AVSD vs VOO
+89.3%
-12.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +0.4% | +0.1% | +0.4% | +0.4% |
| 3M | +4.8% | +2.0% | +2.8% | +3.2% |
| 6M | +8.7% | +13.0% | -4.3% | -1.1% |
| YTD | +14.0% | +13.6% | +0.4% | +3.3% |
| 1Y | +22.7% | +20.1% | +2.6% | +6.6% |
| 3Y | +78.5% | +77.6% | +0.9% | +13.6% |
| All | +76.9% | +89.3% | -12.5% | +6.8% |
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