-55.0%
AVEX vs VT
+4.9%
-59.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.4% | +2.6% |
| 7D | +16.9% | -0.7% | +17.6% | +18.2% |
| 30D | -15.5% | -1.7% | -13.8% | -13.3% |
| 3M | -45.2% | -2.3% | -42.9% | -43.2% |
| 6M | -50.3% | +1.5% | -51.8% | -50.3% |
| All | -55.0% | +4.9% | -59.9% | -51.1% |
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