-85.8%
AVXL vs VOO
+80.3%
-166.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.2% |
| 7D | -6.7% | -2.0% | -4.7% | -3.3% |
| 30D | -24.2% | -1.7% | -22.6% | -21.9% |
| 3M | +8.1% | +4.7% | +3.4% | -0.3% |
| 6M | -42.7% | +12.6% | -55.2% | -53.2% |
| YTD | -25.3% | +11.8% | -37.0% | -38.0% |
| 1Y | -70.0% | +17.5% | -87.6% | -77.2% |
| 3Y | -66.2% | +77.0% | -143.2% | -87.9% |
| 5Y | -85.8% | +82.6% | -168.4% | -94.8% |
| All | -85.8% | +80.3% | -166.1% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling