+97.5%
AVDV vs SPY
+82.3%
+15.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.1% |
| 7D | -1.4% | -0.8% | -0.7% | -0.8% |
| 30D | +1.7% | -1.1% | +2.7% | +2.5% |
| 3M | +6.2% | +3.9% | +2.3% | +3.2% |
| 6M | +10.6% | +13.6% | -3.0% | +0.8% |
| YTD | +21.1% | +12.7% | +8.4% | +10.9% |
| 1Y | +31.0% | +17.5% | +13.5% | +16.4% |
| 3Y | +111.1% | +76.9% | +34.2% | +36.9% |
| All | +97.5% | +82.3% | +15.2% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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