-100.0%
AVX vs VOO
+90.9%
-190.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.2% | +4.2% |
| 7D | +6.1% | -0.4% | +6.5% | +6.4% |
| 30D | +9.7% | -1.4% | +11.1% | +11.0% |
| 3M | -23.3% | +3.7% | -27.0% | -25.8% |
| 6M | -57.2% | +13.0% | -70.2% | -61.2% |
| YTD | -78.9% | +12.4% | -91.3% | -80.7% |
| 1Y | -86.5% | +18.6% | -105.1% | -88.0% |
| 3Y | -100.0% | +78.1% | -178.0% | -100.0% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +90.9% | -190.9% | -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