-27.9%
AVBP vs VT
+15.2%
-43.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +2.0% |
| 7D | -14.2% | -0.3% | -13.9% | -13.9% |
| 30D | -52.6% | -1.4% | -51.2% | -52.2% |
| 3M | -57.2% | -1.4% | -55.8% | -56.8% |
| 6M | -55.6% | +5.5% | -61.1% | -58.6% |
| YTD | -33.0% | +12.8% | -45.8% | -45.1% |
| 1Y | -27.9% | +15.4% | -43.3% | -43.0% |
| All | -27.9% | +15.2% | -43.1% | -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