+83.9%
AVGX vs VT
+39.3%
+44.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.1% | +7.1% | +3.6% |
| 7D | +9.9% | -0.7% | +10.6% | +16.6% |
| 30D | -9.5% | -1.7% | -7.8% | +1.2% |
| 3M | -36.8% | -2.3% | -34.5% | -27.5% |
| 6M | -46.7% | +1.5% | -48.2% | -45.3% |
| YTD | -26.4% | +12.0% | -38.4% | -48.3% |
| 1Y | -33.0% | +12.9% | -45.9% | -53.2% |
| All | +83.9% | +39.3% | +44.6% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling