-89.5%
AVD vs VT
+75.6%
-165.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.2% |
| 7D | -10.2% | -0.7% | -9.5% | -9.8% |
| 30D | -37.6% | -1.7% | -35.8% | -36.4% |
| 3M | -59.8% | -2.3% | -57.5% | -58.8% |
| 6M | -69.9% | +1.5% | -71.4% | -70.4% |
| YTD | -77.0% | +12.0% | -89.0% | -79.6% |
| 1Y | -81.9% | +12.9% | -94.8% | -84.1% |
| All | -89.5% | +75.6% | -165.1% | -95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling