+51.9%
AVBC vs VT
+10.7%
+41.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -0.5% |
| 7D | -4.0% | -4.2% | +0.2% | -2.5% |
| 30D | +1.8% | -5.8% | +7.6% | +3.9% |
| 3M | +4.3% | -5.2% | +9.5% | +6.2% |
| 6M | +10.7% | +0.1% | +10.5% | +9.5% |
| YTD | +35.6% | +8.2% | +27.3% | +28.4% |
| 1Y | +51.9% | +10.1% | +41.8% | +43.0% |
| All | +51.9% | +10.7% | +41.3% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling