+7.2%
AVTR vs VOO
+196.5%
-189.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +0.5% | +2.6% | -2.1% | -2.1% |
| 30D | -1.0% | -2.0% | +1.0% | +1.0% |
| 3M | +12.2% | -2.8% | +15.0% | +15.4% |
| 6M | +97.5% | +2.2% | +95.3% | +92.1% |
| YTD | +35.6% | +11.5% | +24.1% | +20.5% |
| 1Y | +32.8% | +13.5% | +19.3% | +15.9% |
| 3Y | -16.5% | +78.1% | -94.6% | -54.6% |
| 5Y | -59.1% | +73.1% | -132.3% | -77.2% |
| All | +7.2% | +196.5% | -189.4% | -64.3% |
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 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