+210.1%
AVT vs VOO
+325.3%
-115.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.8% | +6.3% | +6.2% |
| 7D | +8.7% | -0.8% | +9.4% | +9.7% |
| 30D | +2.8% | -1.1% | +3.9% | +4.1% |
| 3M | +13.0% | +3.9% | +9.2% | +8.5% |
| 6M | +64.4% | +13.6% | +50.8% | +43.0% |
| YTD | +110.0% | +12.7% | +97.3% | +84.4% |
| 1Y | +89.2% | +17.6% | +71.6% | +58.5% |
| 3Y | +123.5% | +77.3% | +46.1% | +18.6% |
| 5Y | +190.6% | +84.1% | +106.5% | +46.7% |
| All | +210.1% | +325.3% | -115.2% | -41.5% |
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