-88.5%
AVAT vs VT
+35.2%
-123.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +8.3% |
| 7D | +22.9% | -0.7% | +23.6% | +23.7% |
| 30D | -15.8% | -1.7% | -14.1% | -14.7% |
| 3M | +238.8% | -2.3% | +241.1% | +243.9% |
| 6M | -89.2% | +1.5% | -90.7% | -88.9% |
| YTD | -89.0% | +12.0% | -101.0% | -88.7% |
| 1Y | -89.0% | +12.9% | -101.8% | -88.7% |
| All | -88.5% | +35.2% | -123.7% | -88.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling