+181.0%
AVDV vs VT
+146.4%
+34.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.2% | +0.4% | +0.7% | +0.8% |
| 30D | +5.3% | +1.0% | +4.3% | +4.4% |
| 3M | +5.3% | +2.4% | +2.9% | +3.1% |
| 6M | +9.0% | +12.0% | -3.0% | -1.4% |
| YTD | +22.8% | +15.3% | +7.5% | +8.3% |
| 1Y | +36.9% | +22.6% | +14.3% | +14.3% |
| 3Y | +112.5% | +74.7% | +37.8% | +29.4% |
| 5Y | +99.9% | +66.1% | +33.7% | +26.6% |
| All | +181.0% | +146.4% | +34.5% | +31.2% |
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