+32.8%
AVEE vs VT
+73.7%
-40.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +2.8% | +2.4% | +0.5% | +0.6% |
| 30D | -9.6% | -1.5% | -8.1% | -8.2% |
| 3M | -9.2% | -4.1% | -5.1% | -5.4% |
| 6M | -12.3% | +0.6% | -12.9% | -12.4% |
| YTD | +0.4% | +11.0% | -10.6% | -7.5% |
| 1Y | -0.2% | +13.3% | -13.5% | -9.6% |
| 3Y | +32.4% | +73.4% | -41.0% | -20.3% |
| All | +32.8% | +73.7% | -40.8% | -21.3% |
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