-39.4%
AVGU vs VT
+12.5%
-51.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.5% | +8.1% | +9.5% |
| 7D | -2.3% | -0.1% | -2.2% | +0.7% |
| 30D | -19.7% | -3.1% | -16.6% | -5.9% |
| 3M | -43.9% | -3.5% | -40.4% | -32.9% |
| 6M | -51.5% | +0.5% | -52.0% | -47.9% |
| YTD | -31.5% | +10.8% | -42.2% | -50.0% |
| 1Y | -39.4% | +11.9% | -51.3% | -56.5% |
| All | -39.4% | +12.5% | -51.9% | -56.5% |
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 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