-80.6%
AVXL vs VOO
+812.0%
-892.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.2% |
| 7D | -0.7% | +0.5% | -1.2% | -1.3% |
| 30D | -14.7% | -0.9% | -13.7% | -13.8% |
| 3M | +8.8% | +3.9% | +4.9% | +4.7% |
| 6M | -38.7% | +14.5% | -53.2% | -46.4% |
| YTD | -19.9% | +13.0% | -32.9% | -28.8% |
| 1Y | -69.5% | +19.4% | -88.9% | -74.3% |
| 3Y | -63.8% | +78.9% | -142.7% | -79.0% |
| 5Y | -84.7% | +82.3% | -167.0% | -90.9% |
| 10Y | -6.9% | +314.2% | -321.1% | -63.2% |
| All | -80.6% | +812.0% | -892.6% | -93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling