-27.1%
AVTR vs VOO
+77.0%
-104.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.0% |
| 7D | +1.6% | -0.4% | +1.9% | +2.0% |
| 30D | +8.4% | -1.4% | +9.8% | +9.9% |
| 3M | +50.2% | +3.7% | +46.4% | +44.1% |
| 6M | +82.6% | +13.0% | +69.5% | +60.4% |
| YTD | +29.8% | +12.4% | +17.4% | +14.9% |
| 1Y | +16.0% | +18.6% | -2.6% | -2.8% |
| All | -27.1% | +77.0% | -104.1% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling