-99.8%
AVTX vs VOO
+81.6%
-181.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.5% | -7.2% | -7.2% |
| 7D | -5.8% | -0.4% | -5.5% | -5.6% |
| 30D | -7.9% | -1.4% | -6.5% | -6.8% |
| 3M | +41.2% | +3.7% | +37.4% | +36.6% |
| 6M | +5.2% | +13.0% | -7.8% | -4.9% |
| YTD | +0.3% | +12.4% | -12.2% | -8.9% |
| 1Y | +56.8% | +18.6% | +38.3% | +36.9% |
| 3Y | -18.4% | +78.1% | -96.5% | -46.8% |
| 5Y | -99.8% | +82.3% | -182.0% | -99.8% |
| All | -99.8% | +81.6% | -181.3% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling