+111.9%
AVAL vs VT
+73.6%
+38.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.3% |
| 7D | -7.1% | -1.6% | -5.5% | -5.7% |
| 30D | -9.1% | -2.5% | -6.6% | -7.0% |
| 3M | -16.5% | -1.3% | -15.2% | -15.6% |
| 6M | +0.3% | +3.1% | -2.8% | -2.3% |
| YTD | +10.3% | +10.9% | -0.7% | +1.7% |
| 1Y | +5.9% | +12.1% | -6.2% | -3.0% |
| All | +111.9% | +73.6% | +38.3% | +45.6% |
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