-2.1%
AVGU vs VT
+23.3%
-25.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.3% |
| 7D | -6.2% | +0.4% | -6.7% | -8.2% |
| 30D | -28.4% | +1.0% | -29.4% | -31.2% |
| 3M | -33.2% | +2.4% | -35.6% | -36.7% |
| 6M | +5.5% | +12.0% | -6.5% | -26.4% |
| YTD | -14.4% | +15.3% | -29.8% | -48.2% |
| 1Y | -2.1% | +22.6% | -24.7% | -47.0% |
| All | -2.1% | +23.3% | -25.5% | -47.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling