-17.3%
AVY vs VOO
+81.6%
-98.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.2% |
| 7D | -2.7% | -0.4% | -2.3% | -2.4% |
| 30D | -4.2% | -1.4% | -2.9% | -3.2% |
| 3M | +7.2% | +3.7% | +3.5% | +3.7% |
| 6M | -2.6% | +13.0% | -15.6% | -12.5% |
| YTD | -5.0% | +12.4% | -17.5% | -14.5% |
| 1Y | +4.1% | +18.6% | -14.5% | -10.8% |
| 3Y | -0.6% | +78.1% | -78.6% | -43.0% |
| 5Y | -17.3% | +82.3% | -99.6% | -54.1% |
| All | -17.3% | +81.6% | -98.9% | -54.1% |
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