-100.0%
AVTX vs VOO
+357.6%
-457.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | +1.3% | +17.6% | +17.5% |
| 7D | +20.4% | -0.9% | +21.3% | +21.9% |
| 30D | -35.7% | -2.3% | -33.4% | -33.4% |
| 3M | -56.3% | -1.2% | -55.1% | -55.3% |
| 6M | -58.0% | +3.3% | -61.3% | -59.1% |
| YTD | -53.1% | +12.3% | -65.5% | -58.0% |
| 1Y | -45.1% | +12.5% | -57.6% | -50.9% |
| 3Y | -60.6% | +79.2% | -139.8% | -78.1% |
| 5Y | -99.9% | +75.7% | -175.6% | -99.9% |
| 10Y | -99.9% | +313.7% | -413.6% | -100.0% |
| All | -100.0% | +357.6% | -457.6% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling