+13.2%
AVAH vs VT
+76.1%
-62.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.0% | +0.4% | +1.5% | +1.4% |
| 30D | +45.6% | +1.0% | +44.6% | +43.9% |
| 3M | +104.8% | +2.4% | +102.4% | +97.5% |
| 6M | +83.0% | +12.0% | +71.0% | +55.0% |
| YTD | +66.2% | +15.3% | +50.9% | +34.6% |
| 1Y | +68.1% | +22.6% | +45.5% | +25.0% |
| 3Y | +849.7% | +74.7% | +775.0% | +358.5% |
| 5Y | +44.8% | +66.1% | -21.4% | -24.9% |
| All | +13.2% | +76.1% | -62.9% | -44.7% |
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