+18.6%
AVAH vs VT
+72.3%
-53.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.4% | +4.9% |
| 7D | +9.0% | -0.3% | +9.3% | +9.5% |
| 30D | +15.0% | -1.4% | +16.5% | +17.1% |
| 3M | +52.0% | -1.4% | +53.4% | +54.6% |
| 6M | +114.6% | +5.5% | +109.2% | +97.1% |
| YTD | +74.2% | +12.8% | +61.3% | +44.8% |
| 1Y | +52.8% | +15.4% | +37.4% | +23.0% |
| 3Y | +868.0% | +76.9% | +791.2% | +360.1% |
| 5Y | +71.9% | +60.4% | +11.5% | -7.6% |
| All | +18.6% | +72.3% | -53.7% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling