+57.8%
AVNT vs VT
+15.2%
+42.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.7% | +9.0% | +8.6% |
| 7D | +13.4% | -0.3% | +13.7% | +13.8% |
| 30D | +15.0% | -1.4% | +16.5% | +16.9% |
| 3M | +26.2% | -1.4% | +27.6% | +28.3% |
| 6M | +36.3% | +5.5% | +30.8% | +28.2% |
| YTD | +56.6% | +12.8% | +43.8% | +35.3% |
| 1Y | +57.8% | +15.4% | +42.3% | +32.6% |
| All | +57.8% | +15.2% | +42.5% | +32.6% |
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