+795.3%
AVAH vs VT
+69.7%
+725.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.4% |
| 7D | +0.7% | -2.3% | +3.0% | +4.1% |
| 30D | +7.6% | -5.0% | +12.6% | +15.5% |
| 3M | +42.3% | -4.9% | +47.2% | +52.4% |
| 6M | +96.0% | -1.5% | +97.5% | +96.5% |
| YTD | +62.2% | +8.5% | +53.7% | +37.0% |
| 1Y | +53.5% | +11.4% | +42.2% | +23.4% |
| 3Y | +795.3% | +70.1% | +725.2% | +140.1% |
| All | +795.3% | +69.7% | +725.5% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling