-47.3%
AVTX vs VOO
+12.1%
-59.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.3% |
| 7D | +12.0% | +2.6% | +9.4% | +8.7% |
| 30D | -34.5% | -2.0% | -32.5% | -31.7% |
| 3M | -60.1% | -2.8% | -57.3% | -58.1% |
| 6M | -60.9% | +2.2% | -63.1% | -61.1% |
| YTD | -57.3% | +11.5% | -68.8% | -60.8% |
| 1Y | -47.3% | +13.5% | -60.8% | -51.2% |
| All | -47.3% | +12.1% | -59.4% | -51.2% |
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 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