+76.2%
AVNM vs VT
+73.2%
+3.0%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | +2.0% | +2.9% | -0.9% | -0.7% |
| 30D | -2.9% | -2.5% | -0.4% | -0.6% |
| 3M | -5.2% | -3.3% | -1.9% | -2.1% |
| 6M | -2.0% | +1.5% | -3.5% | -3.3% |
| YTD | +11.2% | +11.4% | -0.2% | +1.0% |
| 1Y | +13.8% | +11.9% | +1.9% | +3.0% |
| 3Y | +78.4% | +73.9% | +4.5% | +6.3% |
| All | +76.2% | +73.2% | +3.0% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling