-100.0%
AVX vs VOO
+90.7%
-190.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +1.3% | +13.7% | +13.9% |
| 7D | -1.1% | -0.9% | -0.1% | +0.1% |
| 30D | -14.0% | -2.3% | -11.6% | -11.6% |
| 3M | +50.2% | -1.2% | +51.3% | +53.0% |
| 6M | -25.9% | +3.3% | -29.2% | -27.2% |
| YTD | -74.2% | +12.3% | -86.5% | -76.2% |
| 1Y | -80.9% | +12.5% | -93.4% | -82.3% |
| 3Y | -100.0% | +79.2% | -179.1% | -100.0% |
| 5Y | -100.0% | +75.7% | -175.7% | -100.0% |
| All | -100.0% | +90.7% | -190.7% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling