+31.9%
AVGX vs VT
+34.6%
-2.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.2% | -4.1% | -17.1% | -4.8% |
| 7D | -30.3% | -4.2% | -26.1% | -15.5% |
| 30D | -42.4% | -5.8% | -36.6% | -24.5% |
| 3M | -55.3% | -5.2% | -50.1% | -42.6% |
| 6M | -61.8% | +0.1% | -61.9% | -59.0% |
| YTD | -47.2% | +8.2% | -55.4% | -57.8% |
| 1Y | -53.9% | +10.1% | -64.0% | -64.8% |
| All | +31.9% | +34.6% | -2.7% | -48.5% |
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 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