+2.0%
AVGG vs VT
+26.1%
-24.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.0% | -4.1% | -16.9% | -5.5% |
| 7D | -30.1% | -4.2% | -26.0% | -16.1% |
| 30D | -42.4% | -5.8% | -36.6% | -25.5% |
| 3M | -55.6% | -5.2% | -50.3% | -43.6% |
| 6M | -61.7% | +0.1% | -61.8% | -58.4% |
| YTD | -46.7% | +8.2% | -54.9% | -55.6% |
| 1Y | -53.3% | +10.1% | -63.4% | -62.7% |
| All | +2.0% | +26.1% | -24.2% | -42.5% |
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