+76.9%
AVSE vs VOO
+74.9%
+2.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | -0.6% | -2.0% | +1.4% | +1.0% |
| 30D | +3.0% | -1.7% | +4.6% | +4.3% |
| 3M | +3.7% | +4.7% | -1.0% | +0.3% |
| 6M | +16.1% | +12.6% | +3.6% | +7.1% |
| YTD | +23.1% | +11.8% | +11.4% | +14.2% |
| 1Y | +30.2% | +17.5% | +12.7% | +16.7% |
| 3Y | +90.1% | +77.0% | +13.2% | +29.1% |
| All | +76.9% | +74.9% | +2.1% | +17.2% |
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