-13.0%
AVXL vs VOO
+325.3%
-338.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -2.7% |
| 7D | -8.4% | -0.8% | -7.6% | -7.4% |
| 30D | -23.2% | -1.1% | -22.1% | -22.0% |
| 3M | +4.8% | +3.9% | +0.9% | -0.4% |
| 6M | -43.7% | +13.6% | -57.3% | -52.4% |
| YTD | -26.4% | +12.7% | -39.1% | -37.0% |
| 1Y | -72.7% | +17.6% | -90.2% | -77.9% |
| 3Y | -66.2% | +77.3% | -143.5% | -83.9% |
| 5Y | -86.0% | +84.1% | -170.1% | -93.3% |
| All | -13.0% | +325.3% | -338.2% | -87.2% |
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