+43.6%
AVES vs VT
+69.4%
-25.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | 0.0% |
| 7D | -1.9% | -0.3% | -1.6% | -1.6% |
| 30D | -8.4% | -1.4% | -7.0% | -7.3% |
| 3M | -5.6% | -1.4% | -4.3% | -4.5% |
| 6M | -4.7% | +5.5% | -10.2% | -8.4% |
| YTD | +6.0% | +12.8% | -6.8% | -3.3% |
| 1Y | +9.8% | +15.4% | -5.7% | -1.6% |
| 3Y | +57.0% | +76.9% | -19.9% | +1.1% |
| 5Y | +45.2% | +60.4% | -15.2% | +0.7% |
| All | +43.6% | +69.4% | -25.7% | -7.4% |
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