+3.3%
AVGG vs VT
+26.4%
-23.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +0.4% |
| 7D | -20.4% | -2.3% | -18.1% | -11.5% |
| 30D | -41.7% | -5.0% | -36.7% | -27.0% |
| 3M | -55.2% | -4.9% | -50.3% | -43.9% |
| 6M | -60.7% | -1.5% | -59.2% | -54.6% |
| YTD | -46.0% | +8.5% | -54.5% | -55.5% |
| 1Y | -51.8% | +11.4% | -63.1% | -63.0% |
| All | +3.3% | +26.4% | -23.1% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling