+619.6%
AVY vs VOO
+817.1%
-197.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | +0.3% | +0.1% | +0.2% | +0.2% |
| 3M | +14.9% | +2.0% | +12.9% | +12.2% |
| 6M | -5.3% | +13.0% | -18.4% | -16.6% |
| YTD | -2.1% | +13.6% | -15.7% | -14.4% |
| 1Y | +7.2% | +20.1% | -12.9% | -11.7% |
| 3Y | -1.4% | +77.6% | -79.0% | -46.9% |
| 5Y | -15.1% | +82.4% | -97.5% | -55.6% |
| 10Y | +169.2% | +316.8% | -147.6% | -44.2% |
| All | +619.6% | +817.1% | -197.5% | -44.4% |
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