+137.8%
AVT vs VOO
+309.6%
-171.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.5% |
| 7D | +5.9% | +2.6% | +3.3% | +3.0% |
| 30D | -12.4% | -2.0% | -10.4% | -9.9% |
| 3M | -12.2% | -2.8% | -9.4% | -8.7% |
| 6M | -1.8% | +2.2% | -4.0% | -3.3% |
| YTD | +77.0% | +11.5% | +65.5% | +58.3% |
| 1Y | +83.3% | +13.5% | +69.9% | +60.9% |
| 3Y | +95.9% | +78.1% | +17.9% | +4.3% |
| 5Y | +138.4% | +73.1% | +65.3% | +30.3% |
| All | +137.8% | +309.6% | -171.8% | -55.0% |
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