-29.2%
AVBP vs VT
+57.6%
-86.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +1.3% |
| 7D | +6.1% | +0.4% | +5.7% | +6.1% |
| 30D | -15.4% | -2.6% | -12.8% | -13.0% |
| 3M | -54.1% | -3.2% | -50.8% | -52.7% |
| 6M | -52.0% | +0.9% | -52.9% | -52.6% |
| YTD | -29.6% | +11.3% | -40.9% | -37.1% |
| 1Y | -21.5% | +14.0% | -35.5% | -31.3% |
| All | -29.2% | +57.6% | -86.8% | -48.9% |
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