+111.1%
AVDE vs VT
+131.8%
-20.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.8% |
| 7D | -1.6% | -2.3% | +0.7% | +0.5% |
| 30D | -2.0% | -5.0% | +3.0% | +2.6% |
| 3M | -5.3% | -4.9% | -0.4% | -0.9% |
| 6M | -2.3% | -1.5% | -0.8% | -1.0% |
| YTD | +8.5% | +8.5% | 0.0% | +0.8% |
| 1Y | +14.5% | +11.4% | +3.1% | +3.9% |
| 3Y | +72.9% | +70.1% | +2.8% | +6.7% |
| 5Y | +55.8% | +53.7% | +2.0% | +4.9% |
| All | +111.1% | +131.8% | -20.6% | -0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling