+58.7%
AVBC vs VT
+24.7%
+34.0%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.4% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | +5.1% | -1.4% | +6.5% | +5.7% |
| 3M | +8.9% | -1.4% | +10.3% | +9.4% |
| 6M | +13.9% | +5.5% | +8.5% | +10.4% |
| YTD | +38.2% | +12.8% | +25.4% | +28.7% |
| 1Y | +54.0% | +15.4% | +38.5% | +41.4% |
| All | +58.7% | +24.7% | +34.0% | +46.2% |
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 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