+130.7%
AVEM vs VT
+144.6%
-13.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.8% |
| 30D | +5.0% | +1.0% | +4.0% | +4.1% |
| 3M | -0.2% | +2.4% | -2.5% | -1.9% |
| 6M | +16.2% | +12.0% | +4.2% | +5.6% |
| YTD | +26.5% | +15.3% | +11.2% | +12.1% |
| 1Y | +39.1% | +22.6% | +16.5% | +16.8% |
| 3Y | +92.6% | +74.7% | +17.9% | +18.3% |
| 5Y | +64.4% | +66.1% | -1.7% | +5.3% |
| All | +130.7% | +144.6% | -13.9% | +7.3% |
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 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