-28.5%
AVGU vs VT
+19.1%
-47.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +0.6% |
| 7D | -20.5% | -2.3% | -18.2% | -11.4% |
| 30D | -41.8% | -5.0% | -36.8% | -26.6% |
| 3M | -55.5% | -4.9% | -50.7% | -44.0% |
| 6M | -61.1% | -1.5% | -59.5% | -55.0% |
| YTD | -46.0% | +8.5% | -54.5% | -56.3% |
| 1Y | -51.6% | +11.4% | -63.0% | -64.0% |
| All | -28.5% | +19.1% | -47.6% | -58.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling