-5.8%
AVK vs VT
+15.2%
-21.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.9% |
| 7D | -2.9% | -0.3% | -2.6% | -2.6% |
| 30D | -5.3% | -1.4% | -3.9% | -4.1% |
| 3M | -12.6% | -1.4% | -11.2% | -11.5% |
| 6M | -8.8% | +5.5% | -14.2% | -12.7% |
| YTD | -5.3% | +12.8% | -18.1% | -15.1% |
| 1Y | -5.8% | +15.4% | -21.2% | -17.4% |
| All | -5.8% | +15.2% | -21.0% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling