+80.3%
AVSE vs VOO
+75.9%
+4.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | +5.1% | -1.4% | +6.5% | +6.2% |
| 3M | +4.1% | +3.7% | +0.4% | +1.5% |
| 6M | +18.6% | +13.0% | +5.5% | +8.9% |
| YTD | +25.5% | +12.4% | +13.0% | +15.8% |
| 1Y | +33.7% | +18.6% | +15.1% | +19.0% |
| 3Y | +93.8% | +78.1% | +15.7% | +31.0% |
| All | +80.3% | +75.9% | +4.4% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling