+63.4%
AVGG vs VT
+34.4%
+29.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | -6.0% | +0.4% | -6.5% | -7.9% |
| 30D | -28.8% | +1.0% | -29.8% | -31.4% |
| 3M | -33.2% | +2.4% | -35.6% | -36.5% |
| 6M | +5.9% | +12.0% | -6.1% | -25.1% |
| YTD | -14.6% | +15.3% | -29.9% | -46.1% |
| 1Y | -3.1% | +22.6% | -25.7% | -48.2% |
| All | +63.4% | +34.4% | +29.0% | -30.2% |
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