+672.9%
AVY vs VOO
+800.4%
-127.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.9% |
| 7D | +0.7% | +2.6% | -1.9% | -1.9% |
| 30D | +9.4% | -2.0% | +11.4% | +11.3% |
| 3M | +5.1% | -2.8% | +7.8% | +7.6% |
| 6M | +19.9% | +2.2% | +17.7% | +16.5% |
| YTD | +5.2% | +11.5% | -6.4% | -6.7% |
| 1Y | +9.0% | +13.5% | -4.5% | -5.0% |
| 3Y | +10.9% | +78.1% | -67.1% | -40.8% |
| 5Y | -8.5% | +73.1% | -81.7% | -49.8% |
| 10Y | +224.9% | +310.7% | -85.8% | -31.9% |
| All | +672.9% | +800.4% | -127.5% | -39.4% |
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