+49.7%
AVEE vs VT
+78.4%
-28.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | +3.3% | -0.7% | +4.0% | +4.0% |
| 3M | +2.8% | +4.0% | -1.2% | -0.6% |
| 6M | +9.8% | +12.3% | -2.5% | -0.3% |
| YTD | +13.2% | +14.0% | -0.8% | +1.5% |
| 1Y | +12.2% | +20.3% | -8.1% | -3.6% |
| All | +49.7% | +78.4% | -28.6% | -13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling