+55.9%
AVTX vs VOO
+17.3%
+38.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.1% | -4.9% |
| 7D | -9.6% | -2.0% | -7.6% | -7.3% |
| 30D | -11.8% | -1.7% | -10.1% | -9.9% |
| 3M | +31.1% | +4.7% | +26.4% | +22.4% |
| 6M | +1.5% | +12.6% | -11.0% | -12.9% |
| YTD | -5.4% | +11.8% | -17.2% | -18.4% |
| 1Y | +55.9% | +17.5% | +38.4% | +32.9% |
| All | +55.9% | +17.3% | +38.6% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling