-9.6%
AVLN vs VT
+1.7%
-11.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | -1.9% |
| 7D | +3.7% | -4.2% | +7.9% | +4.7% |
| 30D | +4.9% | -5.8% | +10.7% | +6.1% |
| 3M | -16.7% | -5.2% | -11.4% | -15.5% |
| 6M | -2.8% | +0.1% | -2.9% | -1.1% |
| All | -9.6% | +1.7% | -11.2% | -7.9% |
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 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