-78.9%
AVD vs VT
+374.2%
-453.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.4% | +0.4% | +5.9% | +5.8% |
| 30D | -9.0% | +1.0% | -10.0% | -10.0% |
| 3M | -7.2% | +2.4% | -9.6% | -9.8% |
| 6M | -49.8% | +12.0% | -61.8% | -55.5% |
| YTD | -39.0% | +15.3% | -54.3% | -47.7% |
| 1Y | -57.2% | +22.6% | -79.8% | -65.6% |
| 3Y | -82.9% | +74.7% | -157.5% | -90.6% |
| 5Y | -84.7% | +66.1% | -150.9% | -91.3% |
| 10Y | -85.5% | +225.0% | -310.5% | -95.8% |
| All | -78.9% | +374.2% | -453.1% | -95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling