+29.1%
AVGG vs VT
+31.5%
-2.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.6% | -10.3% |
| 7D | -15.1% | -0.3% | -14.8% | -14.0% |
| 30D | -21.9% | -1.4% | -20.4% | -16.6% |
| 3M | -43.5% | -1.4% | -42.1% | -39.6% |
| 6M | -48.9% | +5.5% | -54.3% | -55.2% |
| YTD | -32.5% | +12.8% | -45.4% | -53.0% |
| 1Y | -38.7% | +15.4% | -54.2% | -59.9% |
| All | +29.1% | +31.5% | -2.4% | -39.1% |
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