+40.3%
AVBH vs VT
+57.4%
-17.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | 0.0% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | +11.8% | -2.6% | +14.4% | +12.7% |
| 3M | +6.4% | -3.2% | +9.7% | +7.5% |
| 6M | +15.3% | +0.9% | +14.4% | +14.8% |
| YTD | +30.6% | +11.3% | +19.3% | +25.7% |
| 1Y | +36.5% | +14.0% | +22.5% | +30.3% |
| 3Y | +66.9% | +75.8% | -8.9% | +38.6% |
| 5Y | +40.3% | +57.8% | -17.6% | +13.8% |
| All | +40.3% | +57.4% | -17.1% | +13.8% |
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