+77.1%
AVSU vs VOO
+86.3%
-9.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -1.8% | -2.0% | +0.1% | +0.2% |
| 30D | -2.2% | -1.7% | -0.5% | -0.5% |
| 3M | +4.3% | +4.7% | -0.4% | -0.5% |
| 6M | +15.6% | +12.6% | +3.0% | +2.5% |
| YTD | +15.9% | +11.8% | +4.1% | +3.6% |
| 1Y | +22.5% | +17.5% | +5.0% | +4.0% |
| 3Y | +77.9% | +77.0% | +0.9% | +0.1% |
| All | +77.1% | +86.3% | -9.2% | -4.3% |
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 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