0.0%
AVAL vs VT
+60.6%
-60.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.7% |
| 7D | -6.6% | -0.3% | -6.2% | -6.3% |
| 30D | -12.6% | -1.4% | -11.2% | -11.7% |
| 3M | -16.4% | -1.4% | -15.0% | -15.6% |
| 6M | +1.5% | +5.5% | -4.0% | -2.2% |
| YTD | +9.7% | +12.8% | -3.1% | +1.6% |
| 1Y | +6.1% | +15.4% | -9.3% | -3.1% |
| 3Y | +113.5% | +76.9% | +36.7% | +51.3% |
| 5Y | 0.0% | +60.4% | -60.4% | -31.9% |
| All | 0.0% | +60.6% | -60.6% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling