+22.2%
AVGW vs VT
+20.4%
+1.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.4% | +8.2% |
| 7D | +27.9% | +2.9% | +25.1% | +20.0% |
| 30D | +1.4% | -2.5% | +3.9% | +8.4% |
| 3M | -15.8% | -3.3% | -12.5% | -8.2% |
| 6M | -18.5% | +1.5% | -20.0% | -19.4% |
| YTD | +1.1% | +11.4% | -10.3% | -19.2% |
| 1Y | -3.2% | +11.9% | -15.1% | -23.0% |
| All | +22.2% | +20.4% | +1.8% | -17.6% |
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