+20.0%
AVGW vs VT
+24.7%
-4.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -3.5% | +0.4% | -3.9% | -4.5% |
| 30D | -17.8% | +1.0% | -18.7% | -19.6% |
| 3M | -18.4% | +2.4% | -20.8% | -21.9% |
| 6M | +11.8% | +12.0% | -0.2% | -11.2% |
| YTD | +0.3% | +15.3% | -15.1% | -26.6% |
| 1Y | +13.6% | +22.6% | -9.0% | -26.9% |
| All | +20.0% | +24.7% | -4.7% | -25.4% |
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