-83.9%
AVX vs VOO
+14.7%
-98.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +0.6% |
| 7D | +9.0% | -0.7% | +9.7% | +11.3% |
| 30D | -25.3% | -1.1% | -24.3% | -22.7% |
| 3M | +47.5% | -0.3% | +47.8% | +50.4% |
| 6M | -30.3% | +7.4% | -37.6% | -43.6% |
| YTD | -74.0% | +13.4% | -87.3% | -82.7% |
| 1Y | -83.9% | +14.8% | -98.7% | -89.8% |
| All | -83.9% | +14.7% | -98.6% | -89.8% |
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 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