-10.8%
AVNT vs VT
+53.2%
-64.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | +1.0% |
| 7D | +5.7% | -4.2% | +9.9% | +13.0% |
| 30D | +9.2% | -5.8% | +15.0% | +19.8% |
| 3M | +20.3% | -5.2% | +25.6% | +30.8% |
| 6M | +23.7% | +0.1% | +23.6% | +23.3% |
| YTD | +48.3% | +8.2% | +40.1% | +30.5% |
| 1Y | +49.4% | +10.1% | +39.3% | +27.8% |
| 3Y | +45.0% | +69.7% | -24.7% | -36.3% |
| 5Y | -10.8% | +53.4% | -64.2% | -53.5% |
| All | -10.8% | +53.2% | -64.0% | -53.5% |
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 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