-84.7%
AVD vs VT
+66.2%
-150.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.4% | +0.4% | +5.9% | +5.9% |
| 30D | -9.0% | +1.0% | -10.0% | -9.8% |
| 3M | -7.2% | +2.4% | -9.6% | -9.4% |
| 6M | -49.8% | +12.0% | -61.8% | -54.6% |
| YTD | -39.0% | +15.3% | -54.3% | -46.4% |
| 1Y | -57.2% | +22.6% | -79.8% | -64.3% |
| 3Y | -82.9% | +74.7% | -157.5% | -89.4% |
| All | -84.7% | +66.2% | -150.9% | -90.5% |
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