+82.0%
AVGV vs VT
+75.5%
+6.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.1% |
| 7D | +1.2% | -0.3% | +1.5% | +1.5% |
| 30D | +1.4% | -1.4% | +2.8% | +2.7% |
| 3M | -0.8% | -1.4% | +0.6% | +0.4% |
| 6M | +6.6% | +5.5% | +1.1% | +1.0% |
| YTD | +19.8% | +12.8% | +7.0% | +6.2% |
| 1Y | +27.2% | +15.4% | +11.8% | +10.3% |
| 3Y | +80.9% | +76.9% | +4.0% | +2.3% |
| All | +82.0% | +75.5% | +6.5% | +4.1% |
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